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 | $93,045 | $95,803-2.9% | $113,168-17.8% | $84,808+9.7% |
| Participation rate | 97.4% | 72.9%+24.6pp | 76.6%+20.9pp | 68.3%+29.1pp |
| Annual return | 14.61% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,815 | $2,360+19.3% | $2,975-5.4% | $2,631+7.0% |
| Participant deferral / active EE | $3,545 | $4,242-16.4% | $5,107-30.6% | $4,212-15.8% |
| Admin fee / account holder | $725 | $8,989-91.9% | $12,068-94.0% | $7,344-90.1% |