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 | $92,730 | $79,944+16.0% | $98,439-5.8% | $75,163+23.4% |
| Participation rate | 73.3% | 70.4%+3.0pp | 75.2%-1.8pp | 67.2%+6.1pp |
| Annual return | 15.83% | 19.75%-3.9pp | 21.16%-5.3pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,334 | $2,264+3.1% | $3,048-23.4% | $2,670-12.6% |
| Participant deferral / active EE | $5,859 | $3,752+56.2% | $4,738+23.7% | $4,125+42.0% |
| Admin fee / account holder | $613 | $6,840-91.0% | $8,948-93.1% | $5,651-89.1% |