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 | $70,574 | $72,492-2.6% | $87,100-19.0% | $72,985-3.3% |
| Participation rate | 83.8% | 72.8%+11.0pp | 76.9%+6.9pp | 69.5%+14.3pp |
| Annual return | 31.14% | 24.46%+6.7pp | 28.19%+2.9pp | 81.00%-49.9pp |
| Employer contribution / active EE | $464 | $1,894-75.5% | $2,521-81.6% | $2,440-81.0% |
| Participant deferral / active EE | $4,273 | $3,270+30.7% | $4,049+5.5% | $3,607+18.5% |
| Admin fee / account holder | $3,999 | $5,055-20.9% | $7,497-46.7% | $5,124-22.0% |