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 | $74,878 | $72,492+3.3% | $87,100-14.0% | $72,985+2.6% |
| Participation rate | 95.4% | 72.8%+22.6pp | 76.9%+18.5pp | 69.5%+25.9pp |
| Annual return | 27.48% | 24.46%+3.0pp | 28.19%-0.7pp | 81.00%-53.5pp |
| Employer contribution / active EE | $1,774 | $1,894-6.3% | $2,521-29.6% | $2,440-27.3% |
| Participant deferral / active EE | $4,191 | $3,270+28.2% | $4,049+3.5% | $3,607+16.2% |
| Admin fee / account holder | $1,688 | $5,055-66.6% | $7,497-77.5% | $5,124-67.1% |