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 | $59,537 | $58,523+1.7% | $99,443-40.1% | $72,985-18.4% |
| Participation rate | 86.5% | 64.6%+21.9pp | 73.8%+12.7pp | 69.5%+17.0pp |
| Annual return | 18.85% | 28.51%-9.7pp | 30.72%-11.9pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,853 | $1,512+22.5% | $2,540-27.1% | $2,440-24.1% |
| Participant deferral / active EE | $2,840 | $2,606+9.0% | $3,619-21.5% | $3,607-21.3% |
| Admin fee / account holder | $7,008 | $4,102+70.9% | $6,250+12.1% | $5,124+36.8% |