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 | $77,985 | $80,717-3.4% | $154,803-49.6% | $84,808-8.0% |
| Participation rate | 73.0% | 66.8%+6.2pp | 78.1%-5.1pp | 68.3%+4.7pp |
| Annual return | 17.52% | 37.96%-20.4pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,099 | $2,761-24.0% | $4,305-51.2% | $2,631-20.2% |
| Participant deferral / active EE | $4,249 | $3,303+28.6% | $5,540-23.3% | $4,212+0.9% |
| Admin fee / account holder | $3,721 | $6,746-44.8% | $14,329-74.0% | $7,344-49.3% |