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 | $78,630 | $76,552+2.7% | $123,892-36.5% | $62,891+25.0% |
| Participation rate | 75.8% | 73.0%+2.8pp | 81.4%-5.7pp | 69.3%+6.5pp |
| Annual return | 8.85% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $4,104 | $2,883+42.4% | $4,617-11.1% | $2,281+79.9% |
| Participant deferral / active EE | $8,228 | $4,840+70.0% | $5,984+37.5% | $3,203+156.9% |
| Admin fee / account holder | $7,731 | $4,826+60.2% | $8,357-7.5% | $4,296+80.0% |