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 | $74,116 | $73,981+0.2% | $105,722-29.9% | $62,891+17.8% |
| Participation rate | 70.5% | 71.7%-1.2pp | 78.9%-8.5pp | 69.3%+1.1pp |
| Annual return | 6.81% | 17.60%-10.8pp | 12.25%-5.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,284 | $2,856-55.0% | $4,079-68.5% | $2,281-43.7% |
| Participant deferral / active EE | $2,204 | $4,038-45.4% | $5,326-58.6% | $3,203-31.2% |
| Admin fee / account holder | $1,060 | $5,976-82.3% | $8,308-87.2% | $4,296-75.3% |