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 | $71,213 | $73,933-3.7% | $96,683-26.3% | $75,163-5.3% |
| Participation rate | 88.9% | 66.4%+22.5pp | 74.3%+14.5pp | 67.2%+21.7pp |
| Annual return | 25.01% | 26.70%-1.7pp | 35.69%-10.7pp | 160.62%-135.6pp |
| Employer contribution / active EE | $2,603 | $2,928-11.1% | $3,737-30.3% | $2,670-2.5% |
| Participant deferral / active EE | $4,696 | $3,659+28.3% | $4,878-3.7% | $4,125+13.8% |
| Admin fee / account holder | $1,471 | $5,216-71.8% | $6,730-78.1% | $5,651-74.0% |