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 | $90,735 | $80,968+12.1% | $96,544-6.0% | $75,163+20.7% |
| Participation rate | 96.2% | 71.8%+24.4pp | 76.0%+20.2pp | 67.2%+29.0pp |
| Annual return | 25.76% | 27.06%-1.3pp | 25.84%-0.1pp | 160.62%-134.9pp |
| Employer contribution / active EE | $2,176 | $2,282-4.7% | $2,965-26.6% | $2,670-18.5% |
| Participant deferral / active EE | $3,389 | $3,928-13.7% | $4,851-30.1% | $4,125-17.8% |
| Admin fee / account holder | $486 | $6,724-92.8% | $8,252-94.1% | $5,651-91.4% |