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 | $77,420 | $72,277+7.1% | $101,248-23.5% | $79,858-3.1% |
| Participation rate | 90.5% | 68.5%+22.0pp | 75.8%+14.7pp | 69.6%+20.8pp |
| Annual return | 11.67% | 22.30%-10.6pp | 46.47%-34.8pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,082 | $2,692-22.6% | $3,660-43.1% | $2,471-15.7% |
| Participant deferral / active EE | $1,917 | $3,282-41.6% | $4,370-56.1% | $3,740-48.7% |
| Admin fee / account holder | $5,691 | $4,400+29.3% | $5,945-4.3% | $5,306+7.3% |