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 | $74,631 | $86,929-14.1% | $102,423-27.1% | $80,856-7.7% |
| Participation rate | 78.9% | 72.4%+6.6pp | 76.5%+2.5pp | 67.6%+11.3pp |
| Annual return | 12.89% | 18.88%-6.0pp | 29.32%-16.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,545 | $2,369-34.8% | $3,023-48.9% | $2,755-43.9% |
| Participant deferral / active EE | $3,496 | $4,118-15.1% | $5,053-30.8% | $4,296-18.6% |
| Admin fee / account holder | $2,492 | $8,049-69.0% | $9,451-73.6% | $6,918-64.0% |