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 | $62,127 | $60,349+2.9% | $74,183-16.3% | $62,891-1.2% |
| Participation rate | 89.7% | 72.7%+16.9pp | 76.6%+13.0pp | 69.3%+20.3pp |
| Annual return | 7.52% | 21.37%-13.9pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $6,415 | $1,680+281.8% | $2,370+170.7% | $2,281+181.3% |
| Participant deferral / active EE | $3,632 | $2,856+27.2% | $3,550+2.3% | $3,203+13.4% |
| Admin fee / account holder | $1,594 | $4,261-62.6% | $5,586-71.5% | $4,296-62.9% |