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 | $67,383 | $83,477-19.3% | $125,175-46.2% | $72,985-7.7% |
| Participation rate | 98.0% | 73.3%+24.7pp | 79.8%+18.2pp | 69.5%+28.5pp |
| Annual return | 27.59% | 25.78%+1.8pp | 43.79%-16.2pp | 81.00%-53.4pp |
| Employer contribution / active EE | $2,260 | $2,345-3.6% | $3,865-41.5% | $2,440-7.4% |
| Participant deferral / active EE | $4,655 | $3,585+29.8% | $4,937-5.7% | $3,607+29.0% |
| Admin fee / account holder | $1,370 | $5,517-75.2% | $9,702-85.9% | $5,124-73.3% |