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 | $73,701 | $74,927-1.6% | $101,794-27.6% | $84,808-13.1% |
| Participation rate | 91.8% | 61.4%+30.4pp | 69.2%+22.6pp | 68.3%+23.5pp |
| Annual return | 15.32% | 18.70%-3.4pp | 30.53%-15.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $357 | $1,522-76.5% | $2,289-84.4% | $2,631-86.4% |
| Participant deferral / active EE | $4,487 | $3,099+44.8% | $4,084+9.9% | $4,212+6.5% |
| Admin fee / account holder | $8,741 | $6,514+34.2% | $8,777-0.4% | $7,344+19.0% |