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 | $80,861 | $80,968-0.1% | $96,544-16.2% | $75,163+7.6% |
| Participation rate | 83.6% | 71.8%+11.8pp | 76.0%+7.6pp | 67.2%+16.4pp |
| Annual return | 18.41% | 27.06%-8.6pp | 25.84%-7.4pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,183 | $2,282-48.1% | $2,965-60.1% | $2,670-55.7% |
| Participant deferral / active EE | $4,907 | $3,928+24.9% | $4,851+1.2% | $4,125+19.0% |
| Admin fee / account holder | $1,891 | $6,724-71.9% | $8,252-77.1% | $5,651-66.5% |