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 | $73,142 | $94,031-22.2% | $115,768-36.8% | $82,448-11.3% |
| Participation rate | 72.0% | 70.4%+1.6pp | 74.4%-2.4pp | 68.1%+3.9pp |
| Annual return | 14.40% | 20.61%-6.2pp | 100.46%-86.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,181 | $2,323-6.1% | $2,940-25.8% | $2,551-14.5% |
| Participant deferral / active EE | $3,805 | $3,972-4.2% | $4,917-22.6% | $4,139-8.1% |
| Admin fee / account holder | $4,340 | $10,249-57.7% | $12,439-65.1% | $7,234-40.0% |