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 | $85,513 | $96,557-11.4% | $80,975+5.6% | $273,961-68.8% |
| Participation rate | 85.7% | 79.1%+6.6pp | 75.8%+9.9pp | 83.0%+2.7pp |
| Annual return | 5.92% | 15.14%-9.2pp | 17.10%-11.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,876 | $4,868-40.9% | $3,714-22.6% | $4,869-40.9% |
| Participant deferral / active EE | $7,115 | $6,598+7.8% | $5,696+24.9% | $5,287+34.6% |
| Admin fee / account holder | $14,894 | $7,492+98.8% | $5,516+170.0% | $10,132+47.0% |