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 | $77,589 | $78,422-1.1% | $95,952-19.1% | $79,858-2.8% |
| Participation rate | 77.6% | 73.5%+4.1pp | 77.1%+0.6pp | 69.6%+8.0pp |
| Annual return | 10.48% | 19.37%-8.9pp | 91.61%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,295 | $1,945-33.4% | $2,541-49.0% | $2,471-47.6% |
| Participant deferral / active EE | $4,198 | $3,440+22.0% | $4,167+0.7% | $3,740+12.2% |
| Admin fee / account holder | $6,495 | $5,622+15.5% | $6,795-4.4% | $5,306+22.4% |