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 | $79,025 | $89,698-11.9% | $103,476-23.6% | $80,856-2.3% |
| Participation rate | 74.3% | 76.0%-1.6pp | 80.5%-6.2pp | 67.6%+6.7pp |
| Annual return | 27.47% | 22.78%+4.7pp | 23.90%+3.6pp | 35.59%-8.1pp |
| Employer contribution / active EE | $3,500 | $4,018-12.9% | $4,672-25.1% | $2,755+27.1% |
| Participant deferral / active EE | $7,697 | $5,456+41.1% | $6,623+16.2% | $4,296+79.2% |
| Admin fee / account holder | $4,620 | $6,768-31.7% | $9,413-50.9% | $6,918-33.2% |