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 | $126,877 | $101,724+24.7% | $164,813-23.0% | $80,856+56.9% |
| Participation rate | 74.2% | 71.8%+2.4pp | 78.6%-4.4pp | 67.6%+6.6pp |
| Annual return | 16.57% | 16.72%-0.1pp | 69.93%-53.4pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,533 | $2,953-14.2% | $4,341-41.6% | $2,755-8.0% |
| Participant deferral / active EE | $4,824 | $4,477+7.7% | $6,031-20.0% | $4,296+12.3% |
| Admin fee / account holder | $4,958 | $8,227-39.7% | $12,690-60.9% | $6,918-28.3% |