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 | $80,844 | $96,484-16.2% | $75,886+6.5% | $152,861-47.1% |
| Participation rate | 76.2% | 76.2%0pp | 69.3%+6.9pp | 82.4%-6.3pp |
| Annual return | 17.04% | 33.98%-16.9pp | 30.76%-13.7pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,117 | $3,309-36.0% | $2,500-15.3% | $4,762-55.5% |
| Participant deferral / active EE | $5,334 | $4,553+17.2% | $3,603+48.0% | $5,850-8.8% |
| Admin fee / account holder | $914 | $8,078-88.7% | $5,418-83.1% | $11,596-92.1% |