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 | $58,986 | $60,349-2.3% | $74,183-20.5% | $62,891-6.2% |
| Participation rate | 88.5% | 72.7%+15.7pp | 76.6%+11.8pp | 69.3%+19.2pp |
| Annual return | 6.82% | 21.37%-14.6pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,983 | $1,680+18.0% | $2,370-16.3% | $2,281-13.0% |
| Participant deferral / active EE | $2,952 | $2,856+3.3% | $3,550-16.8% | $3,203-7.8% |
| Admin fee / account holder | $1,654 | $4,261-61.2% | $5,586-70.4% | $4,296-61.5% |