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 | $74,178 | $80,968-8.4% | $96,544-23.2% | $75,163-1.3% |
| Participation rate | 80.4% | 71.8%+8.6pp | 76.0%+4.4pp | 67.2%+13.2pp |
| Annual return | 20.40% | 27.06%-6.7pp | 25.84%-5.4pp | 160.62%-140.2pp |
| Employer contribution / active EE | $886 | $2,282-61.2% | $2,965-70.1% | $2,670-66.8% |
| Participant deferral / active EE | $3,619 | $3,928-7.9% | $4,851-25.4% | $4,125-12.3% |
| Admin fee / account holder | $971 | $6,724-85.6% | $8,252-88.2% | $5,651-82.8% |