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 | $73,797 | $76,552-3.6% | $123,892-40.4% | $62,891+17.3% |
| Participation rate | 84.0% | 73.0%+11.0pp | 81.4%+2.6pp | 69.3%+14.7pp |
| Annual return | 22.18% | 18.68%+3.5pp | 47.52%-25.3pp | 20.14%+2.0pp |
| Employer contribution / active EE | $3,673 | $2,883+27.4% | $4,617-20.5% | $2,281+61.0% |
| Participant deferral / active EE | $5,950 | $4,840+22.9% | $5,984-0.6% | $3,203+85.8% |
| Admin fee / account holder | $1,147 | $4,826-76.2% | $8,357-86.3% | $4,296-73.3% |