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 | $70,615 | $70,475+0.2% | $100,516-29.7% | $79,858-11.6% |
| Participation rate | 85.2% | 73.7%+11.5pp | 79.4%+5.8pp | 69.6%+15.6pp |
| Annual return | 17.48% | 21.90%-4.4pp | 30.89%-13.4pp | 31.71%-14.2pp |
| Employer contribution / active EE | $3,039 | $2,165+40.4% | $3,418-11.1% | $2,471+23.0% |
| Participant deferral / active EE | $7,603 | $5,181+46.7% | $6,270+21.3% | $3,740+103.3% |
| Admin fee / account holder | $755 | $4,478-83.2% | $8,081-90.7% | $5,306-85.8% |