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 | $92,357 | $93,071-0.8% | $74,583+23.8% | $273,961-66.3% |
| Participation rate | 81.8% | 74.9%+6.9pp | 68.1%+13.7pp | 83.0%-1.2pp |
| Annual return | 9.26% | 26.18%-16.9pp | 20.47%-11.2pp | 41.45%-32.2pp |
| Employer contribution / active EE | $3,166 | $3,160+0.2% | $2,525+25.4% | $4,869-35.0% |
| Participant deferral / active EE | $6,689 | $4,160+60.8% | $3,458+93.4% | $5,287+26.5% |
| Admin fee / account holder | $1,196 | $5,272-77.3% | $4,138-71.1% | $10,132-88.2% |