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 | $82,805 | $80,717+2.6% | $154,803-46.5% | $84,808-2.4% |
| Participation rate | 92.2% | 66.8%+25.4pp | 78.1%+14.1pp | 68.3%+23.9pp |
| Annual return | 17.47% | 37.96%-20.5pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,766 | $2,761+36.4% | $4,305-12.5% | $2,631+43.1% |
| Participant deferral / active EE | $4,049 | $3,303+22.6% | $5,540-26.9% | $4,212-3.9% |
| Admin fee / account holder | $1,828 | $6,746-72.9% | $14,329-87.2% | $7,344-75.1% |