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 | $84,793 | $81,446+4.1% | $103,374-18.0% | $80,874+4.8% |
| Participation rate | 72.0% | 66.9%+5.1pp | 74.5%-2.5pp | 67.6%+4.4pp |
| Annual return | 11.18% | 25.57%-14.4pp | 24.89%-13.7pp | 35.62%-24.4pp |
| Employer contribution / active EE | $1,449 | $3,107-53.4% | $3,869-62.5% | $2,756-47.4% |
| Participant deferral / active EE | $2,945 | $3,870-23.9% | $5,058-41.8% | $4,297-31.5% |
| Admin fee / account holder | $6,300 | $6,715-6.2% | $8,394-25.0% | $6,935-9.2% |