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 | $86,848 | $101,724-14.6% | $164,813-47.3% | $80,856+7.4% |
| Participation rate | 86.8% | 71.8%+15.0pp | 78.6%+8.2pp | 67.6%+19.2pp |
| Annual return | 11.57% | 16.72%-5.1pp | 69.93%-58.4pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,874 | $2,953-2.7% | $4,341-33.8% | $2,755+4.3% |
| Participant deferral / active EE | $6,757 | $4,477+50.9% | $6,031+12.0% | $4,296+57.3% |
| Admin fee / account holder | $2,084 | $8,227-74.7% | $12,690-83.6% | $6,918-69.9% |