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 | $85,997 | $73,933+16.3% | $96,683-11.1% | $75,163+14.4% |
| Participation rate | 82.4% | 66.4%+15.9pp | 74.3%+8.0pp | 67.2%+15.2pp |
| Annual return | 13.22% | 26.70%-13.5pp | 35.69%-22.5pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,401 | $2,928-52.1% | $3,737-62.5% | $2,670-47.5% |
| Participant deferral / active EE | $3,238 | $3,659-11.5% | $4,878-33.6% | $4,125-21.5% |
| Admin fee / account holder | $8,032 | $5,216+54.0% | $6,730+19.4% | $5,651+42.1% |