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 | $77,133 | $79,944-3.5% | $98,439-21.6% | $75,163+2.6% |
| Participation rate | 97.6% | 70.4%+27.2pp | 75.2%+22.4pp | 67.2%+30.4pp |
| Annual return | 15.01% | 19.75%-4.7pp | 21.16%-6.2pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,464 | $2,264+8.8% | $3,048-19.2% | $2,670-7.7% |
| Participant deferral / active EE | $4,078 | $3,752+8.7% | $4,738-13.9% | $4,125-1.1% |
| Admin fee / account holder | $3,186 | $6,840-53.4% | $8,948-64.4% | $5,651-43.6% |