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 | $87,939 | $95,803-8.2% | $113,168-22.3% | $84,808+3.7% |
| Participation rate | 86.6% | 72.9%+13.7pp | 76.6%+10.0pp | 68.3%+18.3pp |
| Annual return | 16.37% | 25.00%-8.6pp | 24.27%-7.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,030 | $2,360-14.0% | $2,975-31.8% | $2,631-22.8% |
| Participant deferral / active EE | $4,322 | $4,242+1.9% | $5,107-15.4% | $4,212+2.6% |
| Admin fee / account holder | $8,754 | $8,989-2.6% | $12,068-27.5% | $7,344+19.2% |