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 | $77,272 | $94,031-17.8% | $115,768-33.3% | $82,448-6.3% |
| Participation rate | 77.8% | 70.4%+7.4pp | 74.4%+3.4pp | 68.1%+9.7pp |
| Annual return | 17.27% | 20.61%-3.3pp | 100.46%-83.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,161 | $2,323-7.0% | $2,940-26.5% | $2,551-15.3% |
| Participant deferral / active EE | $4,782 | $3,972+20.4% | $4,917-2.7% | $4,139+15.5% |
| Admin fee / account holder | $9,809 | $10,249-4.3% | $12,439-21.1% | $7,234+35.6% |