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 | $67,227 | $86,929-22.7% | $102,423-34.4% | $80,856-16.9% |
| Participation rate | 78.3% | 72.4%+5.9pp | 76.5%+1.8pp | 67.6%+10.6pp |
| Annual return | 11.79% | 18.88%-7.1pp | 29.32%-17.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,877 | $2,369+21.4% | $3,023-4.8% | $2,755+4.4% |
| Participant deferral / active EE | $5,700 | $4,118+38.4% | $5,053+12.8% | $4,296+32.7% |
| Admin fee / account holder | $7,718 | $8,049-4.1% | $9,451-18.3% | $6,918+11.6% |