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 | $67,761 | $99,341-31.8% | $84,750-20.0% | $273,961-75.3% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 5.04% | 22.93%-17.9pp | 22.78%-17.7pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,375 | $4,214-67.4% | $3,574-61.5% | $4,869-71.8% |
| Participant deferral / active EE | $6,181 | $4,269+44.8% | $3,712+66.5% | $5,287+16.9% |
| Admin fee / account holder | $1,386 | $6,644-79.1% | $5,332-74.0% | $10,132-86.3% |