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 | $79,906 | $62,586+27.7% | $76,768+4.1% | $64,186+24.5% |
| Participation rate | 94.7% | 72.8%+21.9pp | 77.0%+17.8pp | 69.6%+25.2pp |
| Annual return | 9.57% | -1.95%+11.5pp | 2.43%+7.1pp | 7.63%+1.9pp |
| Employer contribution / active EE | $1,053 | $1,832-42.5% | $2,485-57.6% | $2,381-55.8% |
| Participant deferral / active EE | $4,596 | $3,145+46.2% | $3,852+19.3% | $3,470+32.5% |
| Admin fee / account holder | $4,359 | $4,667-6.6% | $6,675-34.7% | $4,888-10.8% |