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 | $87,437 | $96,557-9.4% | $80,975+8.0% | $273,961-68.1% |
| Participation rate | 83.3% | 79.1%+4.2pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 5.65% | 15.14%-9.5pp | 17.10%-11.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $5,849 | $4,868+20.1% | $3,714+57.5% | $4,869+20.1% |
| Participant deferral / active EE | $4,483 | $6,598-32.0% | $5,696-21.3% | $5,287-15.2% |
| Admin fee / account holder | $1,418 | $7,492-81.1% | $5,516-74.3% | $10,132-86.0% |