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 | $73,155 | $72,492+0.9% | $87,100-16.0% | $72,985+0.2% |
| Participation rate | 88.2% | 72.8%+15.4pp | 76.9%+11.4pp | 69.5%+18.7pp |
| Annual return | 17.80% | 24.46%-6.7pp | 28.19%-10.4pp | 81.00%-63.2pp |
| Employer contribution / active EE | $2,339 | $1,894+23.5% | $2,521-7.2% | $2,440-4.1% |
| Participant deferral / active EE | $4,683 | $3,270+43.2% | $4,049+15.7% | $3,607+29.8% |
| Admin fee / account holder | $23,222 | $5,055+359.4% | $7,497+209.8% | $5,124+353.2% |