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 | $89,107 | $63,764+39.7% | $81,930+8.8% | $79,858+11.6% |
| Participation rate | 95.0% | 67.5%+27.5pp | 72.0%+23.0pp | 69.6%+25.4pp |
| Annual return | 18.46% | 22.66%-4.2pp | 29.49%-11.0pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,969 | $1,795+9.7% | $4,310-54.3% | $2,471-20.3% |
| Participant deferral / active EE | $3,763 | $2,780+35.3% | $7,107-47.1% | $3,740+0.6% |
| Admin fee / account holder | $1,138 | $4,426-74.3% | $5,158-77.9% | $5,306-78.5% |