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 | $72,926 | $86,922-16.1% | $102,438-28.8% | $80,874-9.8% |
| Participation rate | 89.8% | 72.4%+17.4pp | 76.5%+13.3pp | 67.6%+22.2pp |
| Annual return | 11.91% | 18.90%-7.0pp | 29.37%-17.5pp | 35.62%-23.7pp |
| Employer contribution / active EE | $2,252 | $2,369-5.0% | $3,024-25.5% | $2,756-18.3% |
| Participant deferral / active EE | $3,402 | $4,119-17.4% | $5,054-32.7% | $4,297-20.8% |
| Admin fee / account holder | $5,421 | $8,050-32.7% | $9,448-42.6% | $6,935-21.8% |