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 | $77,805 | $73,933+5.2% | $96,683-19.5% | $75,163+3.5% |
| Participation rate | 82.5% | 66.4%+16.1pp | 74.3%+8.2pp | 67.2%+15.3pp |
| Annual return | 14.53% | 26.70%-12.2pp | 35.69%-21.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $2,257 | $2,928-22.9% | $3,737-39.6% | $2,670-15.5% |
| Participant deferral / active EE | $3,978 | $3,659+8.7% | $4,878-18.5% | $4,125-3.6% |
| Admin fee / account holder | $4,035 | $5,216-22.7% | $6,730-40.0% | $5,651-28.6% |