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 | $67,355 | $76,367-11.8% | $93,606-28.0% | $72,985-7.7% |
| Participation rate | 86.2% | 71.7%+14.4pp | 75.8%+10.3pp | 69.5%+16.7pp |
| Annual return | 32.28% | 25.82%+6.5pp | 32.76%-0.5pp | 81.00%-48.7pp |
| Employer contribution / active EE | $1,929 | $2,275-15.2% | $2,718-29.0% | $2,440-21.0% |
| Participant deferral / active EE | $3,756 | $3,538+6.2% | $4,069-7.7% | $3,607+4.1% |
| Admin fee / account holder | $556 | $6,838-91.9% | $7,888-93.0% | $5,124-89.2% |