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 | $129,731 | $110,257+17.7% | $96,544+34.4% | $139,434-7.0% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 16.53% | 26.32%-9.8pp | 25.84%-9.3pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,238 | $3,620-38.2% | $2,965-24.5% | $4,751-52.9% |
| Participant deferral / active EE | $5,859 | $5,548+5.6% | $4,851+20.8% | $6,710-12.7% |
| Admin fee / account holder | $2,582 | $11,591-77.7% | $8,252-68.7% | $11,403-77.4% |