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 | $85,672 | $95,803-10.6% | $113,168-24.3% | $84,808+1.0% |
| Participation rate | 70.8% | 72.9%-2.0pp | 76.6%-5.7pp | 68.3%+2.5pp |
| Annual return | 20.40% | 25.00%-4.6pp | 24.27%-3.9pp | 40.90%-20.5pp |
| Employer contribution / active EE | $3,077 | $2,360+30.4% | $2,975+3.4% | $2,631+17.0% |
| Participant deferral / active EE | $5,059 | $4,242+19.3% | $5,107-0.9% | $4,212+20.1% |
| Admin fee / account holder | $2,971 | $8,989-66.9% | $12,068-75.4% | $7,344-59.5% |