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 | $122,666 | $116,875+5.0% | $135,584-9.5% | $116,875+5.0% |
| Participation rate | 90.3% | 74.5%+15.8pp | 74.9%+15.4pp | 74.5%+15.8pp |
| Annual return | 15.90% | 16.29%-0.4pp | -6.29%+22.2pp | 16.29%-0.4pp |
| Employer contribution / active EE | $1,189 | $3,288-63.8% | $2,978-60.1% | $3,288-63.8% |
| Participant deferral / active EE | $5,764 | $3,885+48.4% | $3,505+64.5% | $3,885+48.4% |
| Admin fee / account holder | $5,162 | $12,263-57.9% | $7,720-33.1% | $12,263-57.9% |