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 | $66,892 | $70,475-5.1% | $100,516-33.5% | $79,858-16.2% |
| Participation rate | 81.8% | 73.7%+8.2pp | 79.4%+2.4pp | 69.6%+12.2pp |
| Annual return | 15.32% | 21.90%-6.6pp | 30.89%-15.6pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,851 | $5,181+70.8% | $6,270+41.2% | $3,740+136.7% |
| Admin fee / account holder | $5,718 | $4,478+27.7% | $8,081-29.2% | $5,306+7.8% |