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 3-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 | $91,959 | $88,672+3.7% | $105,223-12.6% | $82,448+11.5% |
| Participation rate | 70.0% | 67.9%+2.1pp | 75.0%-5.0pp | 68.1%+1.9pp |
| Annual return | 16.67% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,748 | $3,048-9.9% | $3,689-25.5% | $2,551+7.7% |
| Participant deferral / active EE | $3,855 | $4,036-4.5% | $5,072-24.0% | $4,139-6.9% |
| Admin fee / account holder | $5,042 | $7,146-29.4% | $8,859-43.1% | $7,234-30.3% |