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 | $88,270 | $118,450-25.5% | $98,439-10.3% | $139,434-36.7% |
| Participation rate | 87.5% | 77.4%+10.1pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 12.18% | 18.94%-6.8pp | 21.16%-9.0pp | 372.94%-360.8pp |
| Employer contribution / active EE | $2,041 | $3,609-43.5% | $3,048-33.0% | $4,751-57.0% |
| Participant deferral / active EE | $4,672 | $5,392-13.4% | $4,738-1.4% | $6,710-30.4% |
| Admin fee / account holder | $2,326 | $14,026-83.4% | $8,948-74.0% | $11,403-79.6% |