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 | $89,818 | $89,698+0.1% | $103,476-13.2% | $80,856+11.1% |
| Participation rate | 70.6% | 76.0%-5.4pp | 80.5%-9.9pp | 67.6%+3.0pp |
| Annual return | 15.85% | 22.78%-6.9pp | 23.90%-8.1pp | 35.59%-19.7pp |
| Employer contribution / active EE | $3,825 | $4,018-4.8% | $4,672-18.1% | $2,755+38.9% |
| Participant deferral / active EE | $6,295 | $5,456+15.4% | $6,623-4.9% | $4,296+46.5% |
| Admin fee / account holder | $4,784 | $6,768-29.3% | $9,413-49.2% | $6,918-30.8% |