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 | $86,216 | $67,411+27.9% | $91,001-5.3% | $70,131+22.9% |
| Participation rate | 94.5% | 71.4%+23.2pp | 75.6%+18.9pp | 69.5%+25.0pp |
| Annual return | 18.58% | -40.16%+58.7pp | 4.60%+14.0pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,250 | $1,786-30.0% | $2,456-49.1% | $2,342-46.6% |
| Participant deferral / active EE | $3,634 | $2,823+28.7% | $3,547+2.4% | $3,332+9.1% |
| Admin fee / account holder | $3,132 | $4,236-26.1% | $5,417-42.2% | $4,645-32.6% |