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 | $74,806 | $123,793-39.6% | $177,821-57.9% | $79,858-6.3% |
| Participation rate | 89.7% | 84.7%+5.0pp | 87.7%+1.9pp | 69.6%+20.0pp |
| Annual return | 15.71% | 22.82%-7.1pp | 48.32%-32.6pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,465 | $4,095-39.8% | $5,918-58.4% | $2,471-0.2% |
| Participant deferral / active EE | $5,399 | $5,956-9.3% | $7,714-30.0% | $3,740+44.4% |
| Admin fee / account holder | $7,436 | $7,243+2.7% | $12,427-40.2% | $5,306+40.1% |