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 | $80,463 | $80,968-0.6% | $96,544-16.7% | $75,163+7.1% |
| Participation rate | 82.8% | 71.8%+11.0pp | 76.0%+6.9pp | 67.2%+15.6pp |
| Annual return | 15.89% | 27.06%-11.2pp | 25.84%-10.0pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,417 | $2,282+5.9% | $2,965-18.5% | $2,670-9.5% |
| Participant deferral / active EE | $5,151 | $3,928+31.1% | $4,851+6.2% | $4,125+24.9% |
| Admin fee / account holder | $3,612 | $6,724-46.3% | $8,252-56.2% | $5,651-36.1% |