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 | $94,625-18.3% | $116,228-33.5% | $84,808-8.9% |
| Participation rate | 77.8% | 70.4%+7.3pp | 74.6%+3.2pp | 68.3%+9.5pp |
| Annual return | 17.27% | 20.40%-3.1pp | 90.06%-72.8pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,161 | $2,347-7.9% | $2,994-27.8% | $2,631-17.8% |
| Participant deferral / active EE | $4,782 | $3,972+20.4% | $4,953-3.5% | $4,212+13.5% |
| Admin fee / account holder | $9,809 | $10,091-2.8% | $11,989-18.2% | $7,344+33.6% |