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 | $71,111 | $73,933-3.8% | $96,683-26.4% | $75,163-5.4% |
| Participation rate | 82.7% | 66.4%+16.2pp | 74.3%+8.3pp | 67.2%+15.5pp |
| Annual return | 14.64% | 26.70%-12.1pp | 35.69%-21.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,998 | $2,928+2.4% | $3,737-19.8% | $2,670+12.3% |
| Participant deferral / active EE | $5,536 | $3,659+51.3% | $4,878+13.5% | $4,125+34.2% |
| Admin fee / account holder | $3,604 | $5,216-30.9% | $6,730-46.4% | $5,651-36.2% |