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 | $91,216 | $95,266-4.3% | $82,389+10.7% | $142,382-35.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 18.93% | 25.74%-6.8pp | 28.67%-9.7pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,395 | $2,991-19.9% | $2,517-4.8% | $4,299-44.3% |
| Participant deferral / active EE | $8,132 | $4,809+69.1% | $4,155+95.7% | $6,507+25.0% |
| Admin fee / account holder | $2,281 | $8,563-73.4% | $7,231-68.5% | $12,624-81.9% |