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 | $70,879 | $65,365+8.4% | $92,893-23.7% | $72,985-2.9% |
| Participation rate | 91.5% | 68.3%+23.2pp | 76.0%+15.5pp | 69.5%+22.0pp |
| Annual return | 23.17% | 42.10%-18.9pp | 109.41%-86.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,773 | $2,594+6.9% | $3,653-24.1% | $2,440+13.7% |
| Participant deferral / active EE | $3,211 | $3,128+2.6% | $4,236-24.2% | $3,607-11.0% |
| Admin fee / account holder | $983 | $4,251-76.9% | $5,794-83.0% | $5,124-80.8% |