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 | $89,511 | $102,605-12.8% | $145,661-38.5% | $84,808+5.5% |
| Participation rate | 83.6% | 74.3%+9.3pp | 77.2%+6.4pp | 68.3%+15.3pp |
| Annual return | 19.48% | 26.50%-7.0pp | 101.46%-82.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,781 | $3,325-46.4% | $4,238-58.0% | $2,631-32.3% |
| Participant deferral / active EE | $8,537 | $5,750+48.5% | $7,198+18.6% | $4,212+102.7% |
| Admin fee / account holder | $1,844 | $8,758-78.9% | $12,466-85.2% | $7,344-74.9% |