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 | $75,831 | $76,367-0.7% | $93,606-19.0% | $72,985+3.9% |
| Participation rate | 92.9% | 71.7%+21.1pp | 75.8%+17.0pp | 69.5%+23.4pp |
| Annual return | 19.99% | 25.82%-5.8pp | 32.76%-12.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $3,418 | $2,275+50.2% | $2,718+25.8% | $2,440+40.1% |
| Participant deferral / active EE | $10,221 | $3,538+188.9% | $4,069+151.2% | $3,607+183.3% |
| Admin fee / account holder | $5,762 | $6,838-15.7% | $7,888-27.0% | $5,124+12.4% |