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 | $98,218 | $99,341-1.1% | $84,750+15.9% | $273,961-64.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.39% | 22.93%-17.5pp | 22.78%-17.4pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,805 | $4,214-57.2% | $3,574-49.5% | $4,869-62.9% |
| Participant deferral / active EE | $5,180 | $4,269+21.3% | $3,712+39.5% | $5,287-2.0% |
| Admin fee / account holder | $5,685 | $6,644-14.4% | $5,332+6.6% | $10,132-43.9% |