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 | $70,940 | $76,552-7.3% | $123,892-42.7% | $62,891+12.8% |
| Participation rate | 73.6% | 73.0%+0.6pp | 81.4%-7.8pp | 69.3%+4.3pp |
| Annual return | 27.20% | 18.68%+8.5pp | 47.52%-20.3pp | 20.14%+7.1pp |
| Employer contribution / active EE | $3,591 | $2,883+24.6% | $4,617-22.2% | $2,281+57.4% |
| Participant deferral / active EE | $7,981 | $4,840+64.9% | $5,984+33.4% | $3,203+149.2% |
| Admin fee / account holder | $9,309 | $4,826+92.9% | $8,357+11.4% | $4,296+116.7% |