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 | $79,354 | $76,367+3.9% | $93,606-15.2% | $72,985+8.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 22.51% | 25.82%-3.3pp | 32.76%-10.2pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,228 | $2,275-2.1% | $2,718-18.0% | $2,440-8.7% |
| Participant deferral / active EE | $2,420 | $3,538-31.6% | $4,069-40.5% | $3,607-32.9% |
| Admin fee / account holder | $7,068 | $6,838+3.4% | $7,888-10.4% | $5,124+37.9% |