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 | $67,819 | $93,571-27.5% | $135,903-50.1% | $75,163-9.8% |
| Participation rate | 74.7% | 75.2%-0.4pp | 81.9%-7.2pp | 67.2%+7.5pp |
| Annual return | 27.01% | 30.90%-3.9pp | 68.23%-41.2pp | 160.62%-133.6pp |
| Employer contribution / active EE | $4,072 | $3,537+15.1% | $4,856-16.1% | $2,670+52.5% |
| Participant deferral / active EE | $8,042 | $6,404+25.6% | $7,758+3.7% | $4,125+95.0% |
| Admin fee / account holder | $1,208 | $6,975-82.7% | $10,762-88.8% | $5,651-78.6% |