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 | $75,962 | $83,477-9.0% | $125,175-39.3% | $72,985+4.1% |
| Participation rate | 91.4% | 73.3%+18.1pp | 79.8%+11.6pp | 69.5%+21.9pp |
| Annual return | 24.44% | 25.78%-1.3pp | 43.79%-19.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,872 | $2,345+22.4% | $3,865-25.7% | $2,440+17.7% |
| Participant deferral / active EE | $3,741 | $3,585+4.4% | $4,937-24.2% | $3,607+3.7% |
| Admin fee / account holder | $5,912 | $5,517+7.2% | $9,702-39.1% | $5,124+15.4% |