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 | $76,077 | $109,359-30.4% | $162,163-53.1% | $72,985+4.2% |
| Participation rate | 88.4% | 84.3%+4.1pp | 87.6%+0.8pp | 69.5%+18.9pp |
| Annual return | 20.72% | 25.46%-4.7pp | 115.59%-94.9pp | 81.00%-60.3pp |
| Employer contribution / active EE | $3,702 | $3,907-5.3% | $5,614-34.1% | $2,440+51.7% |
| Participant deferral / active EE | $6,545 | $5,481+19.4% | $7,298-10.3% | $3,607+81.4% |
| Admin fee / account holder | $3,481 | $7,972-56.3% | $10,843-67.9% | $5,124-32.1% |