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 | $72,337 | $67,411+7.3% | $91,001-20.5% | $70,131+3.1% |
| Participation rate | 84.8% | 71.4%+13.4pp | 75.6%+9.2pp | 69.5%+15.2pp |
| Annual return | 19.37% | -40.16%+59.5pp | 4.60%+14.8pp | 73.14%-53.8pp |
| Employer contribution / active EE | $5,273 | $1,786+195.3% | $2,456+114.7% | $2,342+125.1% |
| Participant deferral / active EE | $4,023 | $2,823+42.5% | $3,547+13.4% | $3,332+20.7% |
| Admin fee / account holder | $1,565 | $4,236-63.1% | $5,417-71.1% | $4,645-66.3% |