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 | $73,513 | $81,460-9.8% | $103,333-28.9% | $80,856-9.1% |
| Participation rate | 84.2% | 66.8%+17.4pp | 74.5%+9.7pp | 67.6%+16.6pp |
| Annual return | 10.75% | 25.55%-14.8pp | 24.88%-14.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,092 | $3,105-32.6% | $3,868-45.9% | $2,755-24.1% |
| Participant deferral / active EE | $2,793 | $3,869-27.8% | $5,057-44.8% | $4,296-35.0% |
| Admin fee / account holder | $7,652 | $6,566+16.5% | $8,355-8.4% | $6,918+10.6% |