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 | $79,192 | $80,968-2.2% | $96,544-18.0% | $75,163+5.4% |
| Participation rate | 81.0% | 71.8%+9.3pp | 76.0%+5.1pp | 67.2%+13.8pp |
| Annual return | 21.74% | 27.06%-5.3pp | 25.84%-4.1pp | 160.62%-138.9pp |
| Employer contribution / active EE | $2,049 | $2,282-10.2% | $2,965-30.9% | $2,670-23.3% |
| Participant deferral / active EE | $4,070 | $3,928+3.6% | $4,851-16.1% | $4,125-1.3% |
| Admin fee / account holder | $1,150 | $6,724-82.9% | $8,252-86.1% | $5,651-79.6% |