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 | $94,263 | $72,492+30.0% | $87,100+8.2% | $72,985+29.2% |
| Participation rate | 70.5% | 72.8%-2.4pp | 76.9%-6.4pp | 69.5%+1.0pp |
| Annual return | 26.26% | 24.46%+1.8pp | 28.19%-1.9pp | 81.00%-54.7pp |
| Employer contribution / active EE | $2,730 | $1,894+44.1% | $2,521+8.3% | $2,440+11.9% |
| Participant deferral / active EE | $3,355 | $3,270+2.6% | $4,049-17.1% | $3,607-7.0% |
| Admin fee / account holder | $17,302 | $5,055+242.3% | $7,497+130.8% | $5,124+237.6% |