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 | $68,772 | $73,933-7.0% | $96,683-28.9% | $75,163-8.5% |
| Participation rate | 76.9% | 66.4%+10.5pp | 74.3%+2.6pp | 67.2%+9.7pp |
| Annual return | 16.40% | 26.70%-10.3pp | 35.69%-19.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,527 | $2,928-47.9% | $3,737-59.1% | $2,670-42.8% |
| Participant deferral / active EE | $2,490 | $3,659-31.9% | $4,878-49.0% | $4,125-39.6% |
| Admin fee / account holder | $5,958 | $5,216+14.2% | $6,730-11.5% | $5,651+5.4% |