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 | $85,349 | $83,477+2.2% | $125,175-31.8% | $72,985+16.9% |
| Participation rate | 76.0% | 73.3%+2.7pp | 79.8%-3.8pp | 69.5%+6.5pp |
| Annual return | 27.14% | 25.78%+1.4pp | 43.79%-16.6pp | 81.00%-53.9pp |
| Employer contribution / active EE | $1,776 | $2,345-24.3% | $3,865-54.1% | $2,440-27.2% |
| Participant deferral / active EE | $3,752 | $3,585+4.7% | $4,937-24.0% | $3,607+4.0% |
| Admin fee / account holder | $347 | $5,517-93.7% | $9,702-96.4% | $5,124-93.2% |