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 | $71,040 | $83,477-14.9% | $125,175-43.2% | $72,985-2.7% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.6pp | 69.5%+13.8pp |
| Annual return | 21.93% | 25.78%-3.8pp | 43.79%-21.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,445 | $2,345+4.3% | $3,865-36.7% | $2,440+0.2% |
| Participant deferral / active EE | $5,903 | $3,585+64.7% | $4,937+19.6% | $3,607+63.6% |
| Admin fee / account holder | $1,059 | $5,517-80.8% | $9,702-89.1% | $5,124-79.3% |