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 | $82,075 | $78,422+4.7% | $95,952-14.5% | $79,858+2.8% |
| Participation rate | 73.3% | 73.5%-0.2pp | 77.1%-3.7pp | 69.6%+3.7pp |
| Annual return | 22.78% | 19.37%+3.4pp | 91.61%-68.8pp | 31.71%-8.9pp |
| Employer contribution / active EE | $1,860 | $1,945-4.4% | $2,541-26.8% | $2,471-24.7% |
| Participant deferral / active EE | $4,867 | $3,440+41.5% | $4,167+16.8% | $3,740+30.1% |
| Admin fee / account holder | $2,336 | $5,622-58.4% | $6,795-65.6% | $5,306-56.0% |