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 | $88,799 | $107,452-17.4% | $91,541-3.0% | $142,382-37.6% |
| Participation rate | 94.4% | 75.1%+19.4pp | 69.8%+24.7pp | 80.1%+14.3pp |
| Annual return | 15.03% | 22.06%-7.0pp | 20.50%-5.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,762 | $2,994-41.1% | $2,505-29.6% | $4,299-59.0% |
| Participant deferral / active EE | $3,127 | $4,754-34.2% | $4,008-22.0% | $6,507-51.9% |
| Admin fee / account holder | $8,509 | $8,834-3.7% | $6,956+22.3% | $12,624-32.6% |