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 | $81,460+4.1% | $103,333-17.9% | $80,856+4.9% |
| Participation rate | 72.0% | 66.8%+5.2pp | 74.5%-2.5pp | 67.6%+4.4pp |
| Annual return | 11.18% | 25.55%-14.4pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,449 | $3,105-53.3% | $3,868-62.5% | $2,755-47.4% |
| Participant deferral / active EE | $2,945 | $3,869-23.9% | $5,057-41.8% | $4,296-31.4% |
| Admin fee / account holder | $6,300 | $6,566-4.1% | $8,355-24.6% | $6,918-8.9% |