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 | $78,360 | $101,724-23.0% | $164,813-52.5% | $80,856-3.1% |
| Participation rate | 71.0% | 71.8%-0.9pp | 78.6%-7.6pp | 67.6%+3.3pp |
| Annual return | 14.49% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $944 | $2,953-68.1% | $4,341-78.3% | $2,755-65.7% |
| Participant deferral / active EE | $2,806 | $4,477-37.3% | $6,031-53.5% | $4,296-34.7% |
| Admin fee / account holder | $6,569 | $8,227-20.2% | $12,690-48.2% | $6,918-5.0% |