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 | $72,802 | $76,367-4.7% | $93,606-22.2% | $72,985-0.3% |
| Participation rate | 96.9% | 71.7%+25.1pp | 75.8%+21.0pp | 69.5%+27.4pp |
| Annual return | 17.56% | 25.82%-8.3pp | 32.76%-15.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $2,233 | $2,275-1.9% | $2,718-17.9% | $2,440-8.5% |
| Participant deferral / active EE | $4,326 | $3,538+22.3% | $4,069+6.3% | $3,607+19.9% |
| Admin fee / account holder | $748 | $6,838-89.1% | $7,888-90.5% | $5,124-85.4% |