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 | $69,534 | $80,673-13.8% | $101,326-31.4% | $84,808-18.0% |
| Participation rate | 77.1% | 77.8%-0.7pp | 81.5%-4.4pp | 68.3%+8.8pp |
| Annual return | 16.46% | 38.95%-22.5pp | 36.82%-20.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,259 | $2,698-16.3% | $3,665-38.4% | $2,631-14.1% |
| Participant deferral / active EE | $4,586 | $6,840-33.0% | $7,994-42.6% | $4,212+8.9% |
| Admin fee / account holder | $5,053 | $12,784-60.5% | $11,185-54.8% | $7,344-31.2% |