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 | $66,830 | $67,606-1.1% | $82,313-18.8% | $70,131-4.7% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.9%-3.8pp | 69.5%+3.5pp |
| Annual return | 29546.18% | 21.57%+29524.6pp | 25.88%+29520.3pp | 73.14%+29473.0pp |
| Employer contribution / active EE | $2,032 | $1,755+15.8% | $2,428-16.3% | $2,342-13.3% |
| Participant deferral / active EE | $3,928 | $2,987+31.5% | $3,706+6.0% | $3,332+17.9% |
| Admin fee / account holder | $860 | $4,512-80.9% | $5,608-84.7% | $4,645-81.5% |