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 | $107,220 | $109,413-2.0% | $156,263-31.4% | $84,808+26.4% |
| Participation rate | 71.2% | 72.7%-1.5pp | 78.9%-7.7pp | 68.3%+2.9pp |
| Annual return | 16.10% | 20.18%-4.1pp | 59.47%-43.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,283 | $2,907-21.5% | $4,333-47.3% | $2,631-13.2% |
| Participant deferral / active EE | $4,703 | $4,590+2.5% | $6,158-23.6% | $4,212+11.7% |
| Admin fee / account holder | $574 | $9,357-93.9% | $14,255-96.0% | $7,344-92.2% |