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 | $74,057 | $72,277+2.5% | $101,248-26.9% | $79,858-7.3% |
| Participation rate | 77.1% | 68.5%+8.7pp | 75.8%+1.3pp | 69.6%+7.5pp |
| Annual return | 16.58% | 22.30%-5.7pp | 46.47%-29.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,289 | $2,692-15.0% | $3,660-37.5% | $2,471-7.4% |
| Participant deferral / active EE | $3,187 | $3,282-2.9% | $4,370-27.1% | $3,740-14.8% |
| Admin fee / account holder | $1,214 | $4,400-72.4% | $5,945-79.6% | $5,306-77.1% |