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 | $82,843 | $99,341-16.6% | $84,750-2.3% | $273,961-69.8% |
| Participation rate | 79.2% | 80.7%-1.5pp | 76.6%+2.6pp | 83.0%-3.8pp |
| Annual return | 7.32% | 22.93%-15.6pp | 22.78%-15.5pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,083 | $4,214-74.3% | $3,574-69.7% | $4,869-77.8% |
| Participant deferral / active EE | $2,578 | $4,269-39.6% | $3,712-30.6% | $5,287-51.2% |
| Admin fee / account holder | $4,987 | $6,644-24.9% | $5,332-6.5% | $10,132-50.8% |