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 | $92,861 | $105,630-12.1% | $87,507+6.1% | $273,961-66.1% |
| Participation rate | 73.7% | 78.2%-4.5pp | 73.8%-0.2pp | 83.0%-9.3pp |
| Annual return | 8.24% | 12.25%-4.0pp | 12.21%-4.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,157 | $3,141-31.3% | $2,550-15.4% | $4,869-55.7% |
| Participant deferral / active EE | $4,688 | $3,601+30.2% | $3,149+48.9% | $5,287-11.3% |
| Admin fee / account holder | $4,916 | $4,781+2.8% | $4,221+16.5% | $10,132-51.5% |