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 | $76,885 | $99,341-22.6% | $84,750-9.3% | $273,961-71.9% |
| Participation rate | 72.7% | 80.7%-8.0pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 5.24% | 22.93%-17.7pp | 22.78%-17.5pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,192 | $4,214-48.0% | $3,574-38.7% | $4,869-55.0% |
| Participant deferral / active EE | $5,721 | $4,269+34.0% | $3,712+54.1% | $5,287+8.2% |
| Admin fee / account holder | $3,186 | $6,644-52.0% | $5,332-40.2% | $10,132-68.6% |