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 | $87,086 | $72,492+20.1% | $87,1000% | $72,985+19.3% |
| Participation rate | 80.8% | 72.8%+8.0pp | 76.9%+3.9pp | 69.5%+11.3pp |
| Annual return | 26.99% | 24.46%+2.5pp | 28.19%-1.2pp | 81.00%-54.0pp |
| Employer contribution / active EE | $2,019 | $1,894+6.6% | $2,521-19.9% | $2,440-17.3% |
| Participant deferral / active EE | $4,919 | $3,270+50.5% | $4,049+21.5% | $3,607+36.4% |
| Admin fee / account holder | $17,765 | $5,055+251.4% | $7,497+137.0% | $5,124+246.7% |