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 | $179,558 | $132,239+35.8% | $105,722+69.8% | $273,961-34.5% |
| Participation rate | 83.3% | 83.2%+0.1pp | 78.9%+4.4pp | 83.0%+0.3pp |
| Annual return | 12.40% | 10.07%+2.3pp | 12.25%+0.2pp | 41.45%-29.1pp |
| Employer contribution / active EE | $4,516 | $4,867-7.2% | $4,079+10.7% | $4,869-7.2% |
| Participant deferral / active EE | $6,873 | $6,233+10.3% | $5,326+29.1% | $5,287+30.0% |
| Admin fee / account holder | $2,432 | $12,032-79.8% | $8,308-70.7% | $10,132-76.0% |