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 | $73,444 | $96,956-24.3% | $70,014+4.9% | $273,961-73.2% |
| Participation rate | 93.3% | 77.1%+16.3pp | 71.8%+21.5pp | 83.0%+10.3pp |
| Annual return | 5.23% | 12.93%-7.7pp | 12.99%-7.8pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,673 | $3,316-19.4% | $2,338+14.3% | $4,869-45.1% |
| Participant deferral / active EE | $5,557 | $3,744+48.4% | $2,931+89.6% | $5,287+5.1% |
| Admin fee / account holder | $949 | $7,934-88.0% | $4,380-78.3% | $10,132-90.6% |