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 | $93,475 | $99,341-5.9% | $84,750+10.3% | $273,961-65.9% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 5.43% | 22.93%-17.5pp | 22.78%-17.4pp | 41.45%-36.0pp |
| Employer contribution / active EE | $4,116 | $4,214-2.3% | $3,574+15.2% | $4,869-15.5% |
| Participant deferral / active EE | $5,782 | $4,269+35.4% | $3,712+55.8% | $5,287+9.4% |
| Admin fee / account holder | $2,848 | $6,644-57.1% | $5,332-46.6% | $10,132-71.9% |