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 | $85,983 | $87,733-2.0% | $106,548-19.3% | $85,850+0.2% |
| Participation rate | 85.2% | 71.9%+13.3pp | 76.1%+9.1pp | 69.3%+15.9pp |
| Annual return | 14.50% | 21.86%-7.4pp | 26.80%-12.3pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,331 | $2,073+12.4% | $2,819-17.3% | $2,565-9.1% |
| Participant deferral / active EE | $4,266 | $3,469+23.0% | $4,398-3.0% | $3,952+7.9% |
| Admin fee / account holder | $2,088 | $6,767-69.1% | $7,407-71.8% | $6,260-66.6% |