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 | $73,133 | $76,552-4.5% | $123,892-41.0% | $62,891+16.3% |
| Participation rate | 74.0% | 73.0%+1.0pp | 81.4%-7.4pp | 69.3%+4.7pp |
| Annual return | 8.01% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,160 | $2,883-25.0% | $4,617-53.2% | $2,281-5.3% |
| Participant deferral / active EE | $4,827 | $4,840-0.3% | $5,984-19.3% | $3,203+50.7% |
| Admin fee / account holder | $2,963 | $4,826-38.6% | $8,357-64.5% | $4,296-31.0% |