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 | $74,677 | $78,705-5.1% | $117,854-36.6% | $70,131+6.5% |
| Participation rate | 89.3% | 73.2%+16.1pp | 79.7%+9.6pp | 69.5%+19.7pp |
| Annual return | 16.70% | 23.30%-6.6pp | 335.08%-318.4pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,745 | $2,223-21.5% | $3,786-53.9% | $2,342-25.5% |
| Participant deferral / active EE | $2,896 | $3,297-12.2% | $4,482-35.4% | $3,332-13.1% |
| Admin fee / account holder | $1,615 | $5,065-68.1% | $8,020-79.9% | $4,645-65.2% |