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 | $81,921 | $80,968+1.2% | $96,544-15.1% | $75,163+9.0% |
| Participation rate | 71.7% | 71.8%0pp | 76.0%-4.2pp | 67.2%+4.5pp |
| Annual return | 16.18% | 27.06%-10.9pp | 25.84%-9.7pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,343 | $2,282+2.7% | $2,965-21.0% | $2,670-12.3% |
| Participant deferral / active EE | $4,292 | $3,928+9.3% | $4,851-11.5% | $4,125+4.1% |
| Admin fee / account holder | $4,244 | $6,724-36.9% | $8,252-48.6% | $5,651-24.9% |