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 | $84,648 | $95,803-11.6% | $113,168-25.2% | $84,808-0.2% |
| Participation rate | 72.0% | 72.9%-0.9pp | 76.6%-4.6pp | 68.3%+3.7pp |
| Annual return | 16.35% | 25.00%-8.7pp | 24.27%-7.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,005 | $2,360-15.1% | $2,975-32.6% | $2,631-23.8% |
| Participant deferral / active EE | $3,034 | $4,242-28.5% | $5,107-40.6% | $4,212-28.0% |
| Admin fee / account holder | $7,343 | $8,989-18.3% | $12,068-39.2% | $7,3440% |