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 | $75,203 | $94,625-20.5% | $116,228-35.3% | $84,808-11.3% |
| Participation rate | 73.5% | 70.4%+3.1pp | 74.6%-1.0pp | 68.3%+5.2pp |
| Annual return | 14.54% | 20.40%-5.9pp | 90.06%-75.5pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,243 | $2,347-47.0% | $2,994-58.5% | $2,631-52.7% |
| Participant deferral / active EE | $4,283 | $3,972+7.8% | $4,953-13.5% | $4,212+1.7% |
| Admin fee / account holder | $7,848 | $10,091-22.2% | $11,989-34.5% | $7,344+6.9% |