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 | $71,705 | $72,277-0.8% | $101,248-29.2% | $79,858-10.2% |
| Participation rate | 72.2% | 68.5%+3.8pp | 75.8%-3.6pp | 69.6%+2.6pp |
| Annual return | 12.75% | 22.30%-9.5pp | 46.47%-33.7pp | 31.71%-19.0pp |
| Employer contribution / active EE | $2,786 | $2,692+3.5% | $3,660-23.9% | $2,471+12.7% |
| Participant deferral / active EE | $5,559 | $3,282+69.4% | $4,370+27.2% | $3,740+48.6% |
| Admin fee / account holder | $6,646 | $4,400+51.0% | $5,945+11.8% | $5,306+25.2% |