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 | $91,188 | $72,492+25.8% | $87,100+4.7% | $72,985+24.9% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 17.22% | 24.46%-7.2pp | 28.19%-11.0pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,739 | $1,894-8.2% | $2,521-31.0% | $2,440-28.7% |
| Participant deferral / active EE | $3,670 | $3,270+12.2% | $4,049-9.4% | $3,607+1.7% |
| Admin fee / account holder | $3,112 | $5,055-38.4% | $7,497-58.5% | $5,124-39.3% |