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 | $116,521 | $167,484-30.4% | $151,611-23.1% | $134,475-13.4% |
| Participation rate | 82.4% | 88.4%-6.0pp | 87.5%-5.1pp | 81.2%+1.1pp |
| Annual return | 3.75% | 7.80%-4.0pp | 3.33%+0.4pp | 417.96%-414.2pp |
| Employer contribution / active EE | $2,178 | $6,829-68.1% | $6,166-64.7% | $4,740-54.0% |
| Participant deferral / active EE | $7,803 | $8,986-13.2% | $8,363-6.7% | $6,400+21.9% |
| Admin fee / account holder | $1,101 | $13,783-92.0% | $11,616-90.5% | $11,426-90.4% |