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 | $73,233 | $72,492+1.0% | $87,100-15.9% | $72,985+0.3% |
| Participation rate | 87.8% | 72.8%+15.0pp | 76.9%+10.9pp | 69.5%+18.3pp |
| Annual return | 20.55% | 24.46%-3.9pp | 28.19%-7.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $774 | $1,894-59.1% | $2,521-69.3% | $2,440-68.3% |
| Participant deferral / active EE | $2,105 | $3,270-35.6% | $4,049-48.0% | $3,607-41.6% |
| Admin fee / account holder | $4,136 | $5,055-18.2% | $7,497-44.8% | $5,124-19.3% |