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 3-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 | $77,645 | $93,571-17.0% | $135,903-42.9% | $75,163+3.3% |
| Participation rate | 73.3% | 75.2%-1.8pp | 81.9%-8.6pp | 67.2%+6.1pp |
| Annual return | 23.63% | 30.90%-7.3pp | 68.23%-44.6pp | 160.62%-137.0pp |
| Employer contribution / active EE | $3,586 | $3,537+1.4% | $4,856-26.2% | $2,670+34.3% |
| Participant deferral / active EE | $7,661 | $6,404+19.6% | $7,758-1.3% | $4,125+85.7% |
| Admin fee / account holder | $2,476 | $6,975-64.5% | $10,762-77.0% | $5,651-56.2% |