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 | $75,565 | $80,968-6.7% | $96,544-21.7% | $75,163+0.5% |
| Participation rate | 82.6% | 71.8%+10.8pp | 76.0%+6.6pp | 67.2%+15.4pp |
| Annual return | 16.77% | 27.06%-10.3pp | 25.84%-9.1pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,571 | $2,282-31.2% | $2,965-47.0% | $2,670-41.2% |
| Participant deferral / active EE | $3,420 | $3,928-12.9% | $4,851-29.5% | $4,125-17.1% |
| Admin fee / account holder | $7,425 | $6,724+10.4% | $8,252-10.0% | $5,651+31.4% |