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 | $75,467 | $73,981+2.0% | $105,722-28.6% | $62,891+20.0% |
| Participation rate | 98.3% | 71.7%+26.6pp | 78.9%+19.4pp | 69.3%+29.0pp |
| Annual return | 6.33% | 17.60%-11.3pp | 12.25%-5.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,312 | $2,856-19.0% | $4,079-43.3% | $2,281+1.4% |
| Participant deferral / active EE | $5,168 | $4,038+28.0% | $5,326-3.0% | $3,203+61.3% |
| Admin fee / account holder | $8,218 | $5,976+37.5% | $8,308-1.1% | $4,296+91.3% |