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 | $76,340 | $93,571-18.4% | $135,903-43.8% | $75,163+1.6% |
| Participation rate | 74.3% | 75.2%-0.9pp | 81.9%-7.6pp | 67.2%+7.1pp |
| Annual return | 17.58% | 30.90%-13.3pp | 68.23%-50.7pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,676 | $3,537-24.3% | $4,856-44.9% | $2,670+0.2% |
| Participant deferral / active EE | $9,924 | $6,404+55.0% | $7,758+27.9% | $4,125+140.6% |
| Admin fee / account holder | $11,975 | $6,975+71.7% | $10,762+11.3% | $5,651+111.9% |