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 | $70,277 | $59,101+18.9% | $77,163-8.9% | $75,163-6.5% |
| Participation rate | 71.4% | 63.9%+7.6pp | 69.6%+1.9pp | 67.2%+4.2pp |
| Annual return | 15.05% | 26.71%-11.7pp | 37.87%-22.8pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,350 | $1,995-32.3% | $2,535-46.7% | $2,670-49.4% |
| Participant deferral / active EE | $2,173 | $2,999-27.6% | $3,833-43.3% | $4,125-47.3% |
| Admin fee / account holder | $4,541 | $4,774-4.9% | $5,472-17.0% | $5,651-19.6% |