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 | $74,344 | $85,766-13.3% | $136,294-45.5% | $70,131+6.0% |
| Participation rate | 77.1% | 74.2%+2.9pp | 81.9%-4.8pp | 69.5%+7.5pp |
| Annual return | 15.73% | 31.45%-15.7pp | 5155.94%-5140.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $2,680 | $2,966-9.6% | $4,695-42.9% | $2,342+14.4% |
| Participant deferral / active EE | $5,523 | $5,051+9.3% | $6,247-11.6% | $3,332+65.8% |
| Admin fee / account holder | $2,251 | $5,420-58.5% | $9,243-75.7% | $4,645-51.6% |