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 | $83,427 | $76,367+9.2% | $93,606-10.9% | $72,985+14.3% |
| Participation rate | 71.2% | 71.7%-0.6pp | 75.8%-4.7pp | 69.5%+1.7pp |
| Annual return | 22.60% | 25.82%-3.2pp | 32.76%-10.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,429 | $2,275-37.2% | $2,718-47.4% | $2,440-41.4% |
| Participant deferral / active EE | $4,063 | $3,538+14.8% | $4,069-0.1% | $3,607+12.6% |
| Admin fee / account holder | $2,310 | $6,838-66.2% | $7,888-70.7% | $5,124-54.9% |