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 | $75,749 | $95,803-20.9% | $113,168-33.1% | $84,808-10.7% |
| Participation rate | 74.3% | 72.9%+1.4pp | 76.6%-2.3pp | 68.3%+6.0pp |
| Annual return | 15.33% | 25.00%-9.7pp | 24.27%-8.9pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,041 | $2,360-13.5% | $2,975-31.4% | $2,631-22.4% |
| Participant deferral / active EE | $3,395 | $4,242-20.0% | $5,107-33.5% | $4,212-19.4% |
| Admin fee / account holder | $4,810 | $8,989-46.5% | $12,068-60.1% | $7,344-34.5% |