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 | $88,848 | $111,301-20.2% | $112,977-21.4% | $158,922-44.1% |
| Participation rate | 91.7% | 83.5%+8.2pp | 82.6%+9.1pp | 82.0%+9.7pp |
| Annual return | 8.79% | 26.40%-17.6pp | 24.24%-15.4pp | 302.83%-294.0pp |
| Employer contribution / active EE | $4,555 | $4,471+1.9% | $4,255+7.1% | $4,761-4.3% |
| Participant deferral / active EE | $2,836 | $5,880-51.8% | $5,836-51.4% | $5,982-52.6% |
| Admin fee / account holder | $549 | $8,392-93.5% | $6,294-91.3% | $11,246-95.1% |