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 | $72,894 | $73,933-1.4% | $96,683-24.6% | $75,163-3.0% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.3%+0.7pp | 67.2%+7.8pp |
| Annual return | 15.99% | 26.70%-10.7pp | 35.69%-19.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $3,880 | $2,928+32.5% | $3,737+3.8% | $2,670+45.3% |
| Participant deferral / active EE | $4,149 | $3,659+13.4% | $4,878-14.9% | $4,125+0.6% |
| Admin fee / account holder | $5,083 | $5,216-2.6% | $6,730-24.5% | $5,651-10.1% |