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 | $69,597 | $67,411+3.2% | $91,001-23.5% | $70,131-0.8% |
| Participation rate | 94.3% | 71.4%+22.9pp | 75.6%+18.7pp | 69.5%+24.7pp |
| Annual return | 25.81% | -40.16%+66.0pp | 4.60%+21.2pp | 73.14%-47.3pp |
| Employer contribution / active EE | $457 | $1,786-74.4% | $2,456-81.4% | $2,342-80.5% |
| Participant deferral / active EE | $3,517 | $2,823+24.6% | $3,547-0.8% | $3,332+5.6% |
| Admin fee / account holder | $1,766 | $4,236-58.3% | $5,417-67.4% | $4,645-62.0% |