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 | $109,305 | $85,766+27.4% | $136,294-19.8% | $70,131+55.9% |
| Participation rate | 74.3% | 74.2%+0.1pp | 81.9%-7.6pp | 69.5%+4.7pp |
| Annual return | 19.34% | 31.45%-12.1pp | 5155.94%-5136.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $2,836 | $2,966-4.4% | $4,695-39.6% | $2,342+21.1% |
| Participant deferral / active EE | $5,356 | $5,051+6.0% | $6,247-14.3% | $3,332+60.7% |
| Admin fee / account holder | $2,744 | $5,420-49.4% | $9,243-70.3% | $4,645-40.9% |