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 | $70,323 | $76,552-8.1% | $123,892-43.2% | $62,891+11.8% |
| Participation rate | 76.0% | 73.0%+3.0pp | 81.4%-5.4pp | 69.3%+6.7pp |
| Annual return | 15.76% | 18.68%-2.9pp | 47.52%-31.8pp | 20.14%-4.4pp |
| Employer contribution / active EE | $2,661 | $2,883-7.7% | $4,617-42.4% | $2,281+16.7% |
| Participant deferral / active EE | $7,134 | $4,840+47.4% | $5,984+19.2% | $3,203+122.7% |
| Admin fee / account holder | $2,425 | $4,826-49.8% | $8,357-71.0% | $4,296-43.6% |