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 6-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 | $82,539 | $95,266-13.4% | $82,389+0.2% | $142,382-42.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 22.38% | 25.74%-3.4pp | 28.67%-6.3pp | 217.08%-194.7pp |
| Employer contribution / active EE | $3,534 | $2,991+18.1% | $2,517+40.4% | $4,299-17.8% |
| Participant deferral / active EE | $8,620 | $4,809+79.3% | $4,155+107.5% | $6,507+32.5% |
| Admin fee / account holder | $305 | $8,563-96.4% | $7,231-95.8% | $12,624-97.6% |