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 | $88,111 | $95,453-7.7% | $112,040-21.4% | $82,448+6.9% |
| Participation rate | 74.3% | 72.8%+1.5pp | 76.5%-2.2pp | 68.1%+6.2pp |
| Annual return | 17.67% | 23.92%-6.3pp | 24.52%-6.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,123 | $2,318-8.4% | $2,954-28.1% | $2,551-16.8% |
| Participant deferral / active EE | $5,373 | $4,224+27.2% | $5,098+5.4% | $4,139+29.8% |
| Admin fee / account holder | $3,541 | $9,013-60.7% | $12,098-70.7% | $7,234-51.1% |