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 | $88,496 | $101,763-13.0% | $164,866-46.3% | $80,874+9.4% |
| Participation rate | 72.5% | 71.8%+0.6pp | 78.6%-6.1pp | 67.6%+4.8pp |
| Annual return | 15.18% | 16.73%-1.5pp | 69.97%-54.8pp | 35.62%-20.4pp |
| Employer contribution / active EE | $2,605 | $2,954-11.8% | $4,343-40.0% | $2,756-5.5% |
| Participant deferral / active EE | $5,049 | $4,477+12.8% | $6,033-16.3% | $4,297+17.5% |
| Admin fee / account holder | $603 | $8,228-92.7% | $12,689-95.3% | $6,935-91.3% |