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 | $77,985 | $76,407+2.1% | $150,298-48.1% | $82,448-5.4% |
| Participation rate | 73.0% | 66.4%+6.6pp | 77.8%-4.7pp | 68.1%+4.9pp |
| Annual return | 17.52% | 39.99%-22.5pp | 62.79%-45.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,099 | $2,614-19.7% | $4,154-49.5% | $2,551-17.7% |
| Participant deferral / active EE | $4,249 | $3,214+32.2% | $5,453-22.1% | $4,139+2.6% |
| Admin fee / account holder | $3,721 | $6,352-41.4% | $14,116-73.6% | $7,234-48.6% |