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 | $87,625 | $86,929+0.8% | $102,423-14.4% | $80,856+8.4% |
| Participation rate | 72.7% | 72.4%+0.4pp | 76.5%-3.8pp | 67.6%+5.1pp |
| Annual return | 14.73% | 18.88%-4.2pp | 29.32%-14.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,672 | $2,369-29.4% | $3,023-44.7% | $2,755-39.3% |
| Participant deferral / active EE | $4,796 | $4,118+16.4% | $5,053-5.1% | $4,296+11.6% |
| Admin fee / account holder | $3,861 | $8,049-52.0% | $9,451-59.2% | $6,918-44.2% |