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 | $75,807 | $78,705-3.7% | $117,854-35.7% | $70,131+8.1% |
| Participation rate | 97.7% | 73.2%+24.5pp | 79.7%+18.0pp | 69.5%+28.1pp |
| Annual return | 17.21% | 23.30%-6.1pp | 335.08%-317.9pp | 73.14%-55.9pp |
| Employer contribution / active EE | $2,354 | $2,223+5.9% | $3,786-37.8% | $2,342+0.5% |
| Participant deferral / active EE | $3,372 | $3,297+2.3% | $4,482-24.8% | $3,332+1.2% |
| Admin fee / account holder | $4,239 | $5,065-16.3% | $8,020-47.1% | $4,645-8.7% |