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 | $82,795 | $86,929-4.8% | $102,423-19.2% | $80,856+2.4% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.6%+10.1pp |
| Annual return | 14.56% | 18.88%-4.3pp | 29.32%-14.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,355 | $2,369-0.6% | $3,023-22.1% | $2,755-14.5% |
| Participant deferral / active EE | $5,461 | $4,118+32.6% | $5,053+8.1% | $4,296+27.1% |
| Admin fee / account holder | $2,048 | $8,049-74.6% | $9,451-78.3% | $6,918-70.4% |