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 | $71,473 | $86,929-17.8% | $102,423-30.2% | $80,856-11.6% |
| Participation rate | 76.7% | 72.4%+4.4pp | 76.5%+0.3pp | 67.6%+9.1pp |
| Annual return | 15.10% | 18.88%-3.8pp | 29.32%-14.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,664 | $2,369+54.6% | $3,023+21.2% | $2,755+33.0% |
| Participant deferral / active EE | $4,148 | $4,118+0.7% | $5,053-17.9% | $4,296-3.4% |
| Admin fee / account holder | $4,132 | $8,049-48.7% | $9,451-56.3% | $6,918-40.3% |