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 | $77,084 | $76,552+0.7% | $123,892-37.8% | $62,891+22.6% |
| Participation rate | 86.7% | 73.0%+13.7pp | 81.4%+5.3pp | 69.3%+17.4pp |
| Annual return | 14.97% | 18.68%-3.7pp | 47.52%-32.5pp | 20.14%-5.2pp |
| Employer contribution / active EE | $1,785 | $2,883-38.1% | $4,617-61.3% | $2,281-21.8% |
| Participant deferral / active EE | $3,585 | $4,840-25.9% | $5,984-40.1% | $3,203+11.9% |
| Admin fee / account holder | $8,258 | $4,826+71.1% | $8,357-1.2% | $4,296+92.2% |