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 | $73,679 | $83,477-11.7% | $125,175-41.1% | $72,985+1.0% |
| Participation rate | 97.6% | 73.3%+24.3pp | 79.8%+17.8pp | 69.5%+28.1pp |
| Annual return | 23.65% | 25.78%-2.1pp | 43.79%-20.1pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,350 | $2,345+0.2% | $3,865-39.2% | $2,440-3.7% |
| Participant deferral / active EE | $2,758 | $3,585-23.1% | $4,937-44.1% | $3,607-23.5% |
| Admin fee / account holder | $2,293 | $5,517-58.4% | $9,702-76.4% | $5,124-55.2% |