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 | $86,809 | $87,841-1.2% | $133,980-35.2% | $62,891+38.0% |
| Participation rate | 82.1% | 83.4%-1.2pp | 87.1%-4.9pp | 69.3%+12.8pp |
| Annual return | 15.48% | 12.05%+3.4pp | 29.30%-13.8pp | 20.14%-4.7pp |
| Employer contribution / active EE | $3,873 | $3,483+11.2% | $5,211-25.7% | $2,281+69.8% |
| Participant deferral / active EE | $8,124 | $4,812+68.8% | $6,282+29.3% | $3,203+153.7% |
| Admin fee / account holder | $1,156 | $5,371-78.5% | $9,324-87.6% | $4,296-73.1% |