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 | $76,538 | $79,944-4.3% | $98,439-22.2% | $75,163+1.8% |
| Participation rate | 79.4% | 70.4%+9.0pp | 75.2%+4.3pp | 67.2%+12.2pp |
| Annual return | 17.61% | 19.75%-2.1pp | 21.16%-3.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $3,284 | $2,264+45.1% | $3,048+7.8% | $2,670+23.0% |
| Participant deferral / active EE | $4,207 | $3,752+12.1% | $4,738-11.2% | $4,125+2.0% |
| Admin fee / account holder | $3,974 | $6,840-41.9% | $8,948-55.6% | $5,651-29.7% |