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 | $71,293 | $52,580+35.6% | $71,671-0.5% | $70,131+1.7% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 16.27% | 20.25%-4.0pp | 20.65%-4.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,431 | $1,616+50.4% | $2,460-1.2% | $2,342+3.8% |
| Participant deferral / active EE | $2,702 | $2,386+13.2% | $3,438-21.4% | $3,332-18.9% |
| Admin fee / account holder | $3,822 | $3,653+4.6% | $5,558-31.2% | $4,645-17.7% |