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 | $74,578 | $73,933+0.9% | $96,683-22.9% | $75,163-0.8% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.3%+0.7pp | 67.2%+7.8pp |
| Annual return | 17.02% | 26.70%-9.7pp | 35.69%-18.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,862 | $2,928-36.4% | $3,737-50.2% | $2,670-30.3% |
| Participant deferral / active EE | $2,409 | $3,659-34.2% | $4,878-50.6% | $4,125-41.6% |
| Admin fee / account holder | $854 | $5,216-83.6% | $6,730-87.3% | $5,651-84.9% |