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 | $56,508 | $76,552-26.2% | $123,892-54.4% | $62,891-10.1% |
| Participation rate | 70.8% | 73.0%-2.1pp | 81.4%-10.6pp | 69.3%+1.5pp |
| Annual return | 10.99% | 18.68%-7.7pp | 47.52%-36.5pp | 20.14%-9.2pp |
| Employer contribution / active EE | $2,730 | $2,883-5.3% | $4,617-40.9% | $2,281+19.7% |
| Participant deferral / active EE | $4,393 | $4,840-9.2% | $5,984-26.6% | $3,203+37.2% |
| Admin fee / account holder | $4,810 | $4,826-0.3% | $8,357-42.4% | $4,296+12.0% |