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 | $89,980 | $72,492+24.1% | $87,100+3.3% | $72,985+23.3% |
| Participation rate | 83.3% | 72.8%+10.5pp | 76.9%+6.5pp | 69.5%+13.8pp |
| Annual return | 19.98% | 24.46%-4.5pp | 28.19%-8.2pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,749 | $1,894-7.6% | $2,521-30.6% | $2,440-28.3% |
| Participant deferral / active EE | $5,757 | $3,270+76.1% | $4,049+42.2% | $3,607+59.6% |
| Admin fee / account holder | $6,427 | $5,055+27.1% | $7,497-14.3% | $5,124+25.4% |