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 | $73,841 | $76,367-3.3% | $93,606-21.1% | $72,985+1.2% |
| Participation rate | 96.2% | 71.7%+24.4pp | 75.8%+20.3pp | 69.5%+26.7pp |
| Annual return | 20.19% | 25.82%-5.6pp | 32.76%-12.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,383 | $2,275+4.7% | $2,718-12.3% | $2,440-2.4% |
| Participant deferral / active EE | $3,943 | $3,538+11.5% | $4,069-3.1% | $3,607+9.3% |
| Admin fee / account holder | $4,470 | $6,838-34.6% | $7,888-43.3% | $5,124-12.8% |