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 | $81,401 | $80,717+0.8% | $154,803-47.4% | $84,808-4.0% |
| Participation rate | 82.5% | 66.8%+15.7pp | 78.1%+4.5pp | 68.3%+14.2pp |
| Annual return | 18.85% | 37.96%-19.1pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,946 | $2,761-29.5% | $4,305-54.8% | $2,631-26.0% |
| Participant deferral / active EE | $4,782 | $3,303+44.8% | $5,540-13.7% | $4,212+13.6% |
| Admin fee / account holder | $4,987 | $6,746-26.1% | $14,329-65.2% | $7,344-32.1% |