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 | $86,904 | $95,803-9.3% | $113,168-23.2% | $84,808+2.5% |
| Participation rate | 83.9% | 72.9%+11.0pp | 76.6%+7.3pp | 68.3%+15.6pp |
| Annual return | 24.53% | 25.00%-0.5pp | 24.27%+0.3pp | 40.90%-16.4pp |
| Employer contribution / active EE | $2,293 | $2,360-2.8% | $2,975-22.9% | $2,631-12.9% |
| Participant deferral / active EE | $5,029 | $4,242+18.6% | $5,107-1.5% | $4,212+19.4% |
| Admin fee / account holder | $1,584 | $8,989-82.4% | $12,068-86.9% | $7,344-78.4% |