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 | $89,270 | $87,013+2.6% | $106,213-16.0% | $80,856+10.4% |
| Participation rate | 70.5% | 70.4%0pp | 75.3%-4.8pp | 67.6%+2.8pp |
| Annual return | 10.65% | 17.05%-6.4pp | 116.14%-105.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,701 | $2,395+12.8% | $3,171-14.8% | $2,755-1.9% |
| Participant deferral / active EE | $1,860 | $3,986-53.3% | $5,016-62.9% | $4,296-56.7% |
| Admin fee / account holder | $2,051 | $8,431-75.7% | $11,033-81.4% | $6,918-70.4% |