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 | $82,862 | $93,571-11.4% | $135,903-39.0% | $75,163+10.2% |
| Participation rate | 76.7% | 75.2%+1.6pp | 81.9%-5.2pp | 67.2%+9.6pp |
| Annual return | 15.59% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $5,293 | $3,537+49.7% | $4,856+9.0% | $2,670+98.3% |
| Participant deferral / active EE | $4,184 | $6,404-34.7% | $7,758-46.1% | $4,125+1.4% |
| Admin fee / account holder | $6,696 | $6,975-4.0% | $10,762-37.8% | $5,651+18.5% |