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 | $90,710 | $101,724-10.8% | $164,813-45.0% | $80,856+12.2% |
| Participation rate | 74.3% | 71.8%+2.5pp | 78.6%-4.3pp | 67.6%+6.6pp |
| Annual return | 12.35% | 16.72%-4.4pp | 69.93%-57.6pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,743 | $2,953-7.1% | $4,341-36.8% | $2,755-0.4% |
| Participant deferral / active EE | $4,789 | $4,477+7.0% | $6,031-20.6% | $4,296+11.5% |
| Admin fee / account holder | $5,642 | $8,227-31.4% | $12,690-55.5% | $6,918-18.4% |