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 | $62,790 | $45,073+39.3% | $69,455-9.6% | $72,985-14.0% |
| Participation rate | 83.3% | 68.5%+14.8pp | 74.6%+8.7pp | 69.5%+13.8pp |
| Annual return | 17.50% | 22.65%-5.1pp | 28.97%-11.5pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,643 | $2,054-20.0% | $2,779-40.9% | $2,440-32.7% |
| Participant deferral / active EE | $4,944 | $2,602+90.0% | $3,535+39.8% | $3,607+37.0% |
| Admin fee / account holder | $4,101 | $3,056+34.2% | $3,839+6.8% | $5,124-20.0% |