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 | $83,424 | $83,477-0.1% | $125,175-33.4% | $72,985+14.3% |
| Participation rate | 96.8% | 73.3%+23.5pp | 79.8%+17.0pp | 69.5%+27.3pp |
| Annual return | 26.47% | 25.78%+0.7pp | 43.79%-17.3pp | 81.00%-54.5pp |
| Employer contribution / active EE | $3,147 | $2,345+34.2% | $3,865-18.6% | $2,440+29.0% |
| Participant deferral / active EE | $5,398 | $3,585+50.6% | $4,937+9.3% | $3,607+49.6% |
| Admin fee / account holder | $4,586 | $5,517-16.9% | $9,702-52.7% | $5,124-10.5% |