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 | $73,534 | $83,477-11.9% | $125,175-41.3% | $72,985+0.8% |
| Participation rate | 73.3% | 73.3%0pp | 79.8%-6.4pp | 69.5%+3.8pp |
| Annual return | 23.50% | 25.78%-2.3pp | 43.79%-20.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,427 | $2,345+3.5% | $3,865-37.2% | $2,440-0.5% |
| Participant deferral / active EE | $4,753 | $3,585+32.6% | $4,937-3.7% | $3,607+31.8% |
| Admin fee / account holder | $1,834 | $5,517-66.8% | $9,702-81.1% | $5,124-64.2% |