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 | $95,588 | $96,956-1.4% | $70,014+36.5% | $273,961-65.1% |
| Participation rate | 80.0% | 77.1%+2.9pp | 71.8%+8.2pp | 83.0%-3.0pp |
| Annual return | 7.90% | 12.93%-5.0pp | 12.99%-5.1pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,088 | $3,316-67.2% | $2,338-53.5% | $4,869-77.6% |
| Participant deferral / active EE | $3,041 | $3,744-18.8% | $2,931+3.7% | $5,287-42.5% |
| Admin fee / account holder | $1,542 | $7,934-80.6% | $4,380-64.8% | $10,132-84.8% |