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 | $92,445 | $103,376-10.6% | $87,100+6.1% | $152,861-39.5% |
| Participation rate | 85.0% | 79.3%+5.7pp | 76.9%+8.1pp | 82.4%+2.6pp |
| Annual return | 20.84% | 28.10%-7.3pp | 28.19%-7.4pp | 345.32%-324.5pp |
| Employer contribution / active EE | $3,028 | $3,220-6.0% | $2,521+20.1% | $4,762-36.4% |
| Participant deferral / active EE | $5,231 | $4,778+9.5% | $4,049+29.2% | $5,850-10.6% |
| Admin fee / account holder | $2,699 | $12,205-77.9% | $7,497-64.0% | $11,596-76.7% |