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 | $75,175 | $72,492+3.7% | $87,100-13.7% | $72,985+3.0% |
| Participation rate | 88.5% | 72.8%+15.7pp | 76.9%+11.6pp | 69.5%+19.0pp |
| Annual return | 22.55% | 24.46%-1.9pp | 28.19%-5.6pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,948 | $1,894+2.8% | $2,521-22.8% | $2,440-20.2% |
| Participant deferral / active EE | $4,995 | $3,270+52.8% | $4,049+23.4% | $3,607+38.5% |
| Admin fee / account holder | $2,238 | $5,055-55.7% | $7,497-70.2% | $5,124-56.3% |