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 | $74,705 | $95,803-22.0% | $113,168-34.0% | $84,808-11.9% |
| Participation rate | 81.3% | 72.9%+8.4pp | 76.6%+4.7pp | 68.3%+12.9pp |
| Annual return | 18.41% | 25.00%-6.6pp | 24.27%-5.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,214 | $2,360-6.2% | $2,975-25.6% | $2,631-15.9% |
| Participant deferral / active EE | $4,372 | $4,242+3.1% | $5,107-14.4% | $4,212+3.8% |
| Admin fee / account holder | $2,137 | $8,989-76.2% | $12,068-82.3% | $7,344-70.9% |