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 | $76,223 | $72,492+5.1% | $87,100-12.5% | $72,985+4.4% |
| Participation rate | 98.1% | 72.8%+25.3pp | 76.9%+21.2pp | 69.5%+28.6pp |
| Annual return | 22.31% | 24.46%-2.1pp | 28.19%-5.9pp | 81.00%-58.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,051 | $3,270+23.9% | $4,049+0.1% | $3,607+12.3% |
| Admin fee / account holder | $1,881 | $5,055-62.8% | $7,497-74.9% | $5,124-63.3% |