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 | $74,748 | $76,367-2.1% | $93,606-20.1% | $72,985+2.4% |
| Participation rate | 97.4% | 71.7%+25.6pp | 75.8%+21.5pp | 69.5%+27.9pp |
| Annual return | 16.74% | 25.82%-9.1pp | 32.76%-16.0pp | 81.00%-64.3pp |
| Employer contribution / active EE | $2,311 | $2,275+1.6% | $2,718-15.0% | $2,440-5.3% |
| Participant deferral / active EE | $2,408 | $3,538-31.9% | $4,069-40.8% | $3,607-33.2% |
| Admin fee / account holder | $909 | $6,838-86.7% | $7,888-88.5% | $5,124-82.3% |