See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,865 | $93,571-16.8% | $135,903-42.7% | $75,163+3.6% |
| Participation rate | 74.1% | 75.2%-1.1pp | 81.9%-7.8pp | 67.2%+6.9pp |
| Annual return | 23.57% | 30.90%-7.3pp | 68.23%-44.7pp | 160.62%-137.0pp |
| Employer contribution / active EE | $1,562 | $3,537-55.8% | $4,856-67.8% | $2,670-41.5% |
| Participant deferral / active EE | $7,639 | $6,404+19.3% | $7,758-1.5% | $4,125+85.2% |
| Admin fee / account holder | $1,254 | $6,975-82.0% | $10,762-88.3% | $5,651-77.8% |