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 | $71,967 | $62,586+15.0% | $76,768-6.3% | $64,186+12.1% |
| Participation rate | 96.2% | 72.8%+23.3pp | 77.0%+19.2pp | 69.6%+26.6pp |
| Annual return | 8.12% | -1.95%+10.1pp | 2.43%+5.7pp | 7.63%+0.5pp |
| Employer contribution / active EE | $3,280 | $1,832+79.1% | $2,485+32.0% | $2,381+37.8% |
| Participant deferral / active EE | $2,528 | $3,145-19.6% | $3,852-34.4% | $3,470-27.1% |
| Admin fee / account holder | $20,468 | $4,667+338.6% | $6,675+206.6% | $4,888+318.7% |