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 8-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 | $87,578 | $73,933+18.5% | $96,683-9.4% | $75,163+16.5% |
| Participation rate | 71.0% | 66.4%+4.5pp | 74.3%-3.4pp | 67.2%+3.8pp |
| Annual return | 17.55% | 26.70%-9.2pp | 35.69%-18.1pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,938 | $2,928+0.3% | $3,737-21.4% | $2,670+10.0% |
| Participant deferral / active EE | $6,526 | $3,659+78.4% | $4,878+33.8% | $4,125+58.2% |
| Admin fee / account holder | $4,598 | $5,216-11.9% | $6,730-31.7% | $5,651-18.6% |