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 | $80,055 | $72,492+10.4% | $87,100-8.1% | $72,985+9.7% |
| Participation rate | 70.1% | 72.8%-2.7pp | 76.9%-6.8pp | 69.5%+0.6pp |
| Annual return | 30.11% | 24.46%+5.7pp | 28.19%+1.9pp | 81.00%-50.9pp |
| Employer contribution / active EE | $1,902 | $1,894+0.4% | $2,521-24.6% | $2,440-22.1% |
| Participant deferral / active EE | $2,909 | $3,270-11.0% | $4,049-28.1% | $3,607-19.4% |
| Admin fee / account holder | $7,260 | $5,055+43.6% | $7,497-3.2% | $5,124+41.7% |