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 | $80,498 | $80,968-0.6% | $96,544-16.6% | $75,163+7.1% |
| Participation rate | 95.0% | 71.8%+23.2pp | 76.0%+19.0pp | 67.2%+27.8pp |
| Annual return | 14.50% | 27.06%-12.6pp | 25.84%-11.3pp | 160.62%-146.1pp |
| Employer contribution / active EE | $2,089 | $2,282-8.5% | $2,965-29.6% | $2,670-21.8% |
| Participant deferral / active EE | $4,690 | $3,928+19.4% | $4,851-3.3% | $4,125+13.7% |
| Admin fee / account holder | $2,167 | $6,724-67.8% | $8,252-73.7% | $5,651-61.6% |