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 | $64,038 | $72,277-11.4% | $101,248-36.8% | $79,858-19.8% |
| Participation rate | 73.7% | 68.5%+5.2pp | 75.8%-2.1pp | 69.6%+4.1pp |
| Annual return | 10.78% | 22.30%-11.5pp | 46.47%-35.7pp | 31.71%-20.9pp |
| Employer contribution / active EE | $2,076 | $2,692-22.9% | $3,660-43.3% | $2,471-16.0% |
| Participant deferral / active EE | $2,910 | $3,282-11.3% | $4,370-33.4% | $3,740-22.2% |
| Admin fee / account holder | $7,726 | $4,400+75.6% | $5,945+29.9% | $5,306+45.6% |