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 | $72,209 | $95,453-24.4% | $112,040-35.6% | $82,448-12.4% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.5%+6.8pp | 68.1%+15.3pp |
| Annual return | 14.89% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,642 | $2,318+14.0% | $2,954-10.5% | $2,551+3.6% |
| Participant deferral / active EE | $3,050 | $4,224-27.8% | $5,098-40.2% | $4,139-26.3% |
| Admin fee / account holder | $2,481 | $9,013-72.5% | $12,098-79.5% | $7,234-65.7% |