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 | $112,070 | $109,413+2.4% | $156,263-28.3% | $84,808+32.1% |
| Participation rate | 80.6% | 72.7%+8.0pp | 78.9%+1.7pp | 68.3%+12.3pp |
| Annual return | 15.23% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,524 | $2,907-13.2% | $4,333-41.8% | $2,631-4.1% |
| Participant deferral / active EE | $5,043 | $4,590+9.9% | $6,158-18.1% | $4,212+19.7% |
| Admin fee / account holder | $3,132 | $9,357-66.5% | $14,255-78.0% | $7,344-57.4% |