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 | $76,924 | $80,968-5.0% | $96,544-20.3% | $75,163+2.3% |
| Participation rate | 70.0% | 71.8%-1.8pp | 76.0%-6.0pp | 67.2%+2.8pp |
| Annual return | 13.07% | 27.06%-14.0pp | 25.84%-12.8pp | 160.62%-147.5pp |
| Employer contribution / active EE | $749 | $2,282-67.2% | $2,965-74.8% | $2,670-72.0% |
| Participant deferral / active EE | $4,665 | $3,928+18.7% | $4,851-3.8% | $4,125+13.1% |
| Admin fee / account holder | $30,654 | $6,724+355.9% | $8,252+271.5% | $5,651+442.5% |