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 | $68,942 | $65,365+5.5% | $92,893-25.8% | $72,985-5.5% |
| Participation rate | 96.8% | 68.3%+28.5pp | 76.0%+20.8pp | 69.5%+27.3pp |
| Annual return | 24.73% | 42.10%-17.4pp | 109.41%-84.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $2,599 | $2,594+0.2% | $3,653-28.8% | $2,440+6.5% |
| Participant deferral / active EE | $3,412 | $3,128+9.1% | $4,236-19.4% | $3,607-5.4% |
| Admin fee / account holder | $3,063 | $4,251-27.9% | $5,794-47.1% | $5,124-40.2% |