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 | $84,837 | $81,460+4.1% | $103,333-17.9% | $80,856+4.9% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 23.10% | 25.55%-2.5pp | 24.88%-1.8pp | 35.59%-12.5pp |
| Employer contribution / active EE | $1,329 | $3,105-57.2% | $3,868-65.6% | $2,755-51.7% |
| Participant deferral / active EE | $3,589 | $3,869-7.2% | $5,057-29.0% | $4,296-16.5% |
| Admin fee / account holder | $5,857 | $6,566-10.8% | $8,355-29.9% | $6,918-15.3% |