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 | $79,290 | $78,422+1.1% | $95,952-17.4% | $79,858-0.7% |
| Participation rate | 82.4% | 73.5%+8.9pp | 77.1%+5.3pp | 69.6%+12.7pp |
| Annual return | 15.25% | 19.37%-4.1pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,477 | $1,945+27.3% | $2,541-2.5% | $2,471+0.2% |
| Participant deferral / active EE | $3,955 | $3,440+15.0% | $4,167-5.1% | $3,740+5.7% |
| Admin fee / account holder | $2,565 | $5,622-54.4% | $6,795-62.3% | $5,306-51.7% |