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 | $81,529 | $96,956-15.9% | $70,014+16.4% | $273,961-70.2% |
| Participation rate | 90.9% | 77.1%+13.8pp | 71.8%+19.1pp | 83.0%+7.9pp |
| Annual return | 3.43% | 12.93%-9.5pp | 12.99%-9.6pp | 41.45%-38.0pp |
| Employer contribution / active EE | $2,273 | $3,316-31.5% | $2,338-2.8% | $4,869-53.3% |
| Participant deferral / active EE | $2,593 | $3,744-30.7% | $2,931-11.5% | $5,287-51.0% |
| Admin fee / account holder | $8,851 | $7,934+11.6% | $4,380+102.1% | $10,132-12.6% |