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 | $84,455 | $93,571-9.7% | $135,903-37.9% | $75,163+12.4% |
| Participation rate | 73.5% | 75.2%-1.7pp | 81.9%-8.4pp | 67.2%+6.3pp |
| Annual return | 16.11% | 30.90%-14.8pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $3,313 | $3,537-6.3% | $4,856-31.8% | $2,670+24.1% |
| Participant deferral / active EE | $6,489 | $6,404+1.3% | $7,758-16.4% | $4,125+57.3% |
| Admin fee / account holder | $9,400 | $6,975+34.8% | $10,762-12.7% | $5,651+66.3% |