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 | $90,242 | $109,881-17.9% | $150,045-39.9% | $84,808+6.4% |
| Participation rate | 74.0% | 76.1%-2.1pp | 82.3%-8.3pp | 68.3%+5.7pp |
| Annual return | 23.35% | 28.25%-4.9pp | 62.55%-39.2pp | 40.90%-17.5pp |
| Employer contribution / active EE | $4,027 | $3,561+13.1% | $4,693-14.2% | $2,631+53.0% |
| Participant deferral / active EE | $6,652 | $6,636+0.2% | $7,997-16.8% | $4,212+57.9% |
| Admin fee / account holder | $3,625 | $8,568-57.7% | $13,435-73.0% | $7,344-50.6% |