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 | $127,572 | $110,094+15.9% | $151,611-15.9% | $68,494+86.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 87.5%+1.4pp | 67.9%+21.0pp |
| Annual return | 2.51% | -10.12%+12.6pp | 3.33%-0.8pp | -7.84%+10.3pp |
| Employer contribution / active EE | $2,391 | $4,471-46.5% | $6,166-61.2% | $2,596-7.9% |
| Participant deferral / active EE | $7,873 | $6,527+20.6% | $8,363-5.9% | $4,027+95.5% |
| Admin fee / account holder | $3,357 | $7,719-56.5% | $11,616-71.1% | $5,403-37.9% |