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 | $73,250 | $80,717-9.3% | $154,803-52.7% | $84,808-13.6% |
| Participation rate | 92.2% | 66.8%+25.3pp | 78.1%+14.1pp | 68.3%+23.8pp |
| Annual return | 18.71% | 37.96%-19.3pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,873 | $2,761+4.0% | $4,305-33.3% | $2,631+9.2% |
| Participant deferral / active EE | $7,098 | $3,303+114.9% | $5,540+28.1% | $4,212+68.5% |
| Admin fee / account holder | $2,203 | $6,746-67.3% | $14,329-84.6% | $7,344-70.0% |