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 | $88,352 | $76,552+15.4% | $123,892-28.7% | $62,891+40.5% |
| Participation rate | 73.0% | 73.0%0pp | 81.4%-8.4pp | 69.3%+3.7pp |
| Annual return | 8.37% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,062 | $2,883-28.5% | $4,617-55.3% | $2,281-9.6% |
| Participant deferral / active EE | $4,645 | $4,840-4.0% | $5,984-22.4% | $3,203+45.0% |
| Admin fee / account holder | $1,634 | $4,826-66.1% | $8,357-80.4% | $4,296-62.0% |