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 | $75,314 | $78,422-4.0% | $95,952-21.5% | $79,858-5.7% |
| Participation rate | 97.5% | 73.5%+24.0pp | 77.1%+20.4pp | 69.6%+27.9pp |
| Annual return | 17.61% | 19.37%-1.8pp | 91.61%-74.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $4,601 | $1,945+136.6% | $2,541+81.1% | $2,471+86.2% |
| Participant deferral / active EE | $6,714 | $3,440+95.2% | $4,167+61.1% | $3,740+79.5% |
| Admin fee / account holder | $4,569 | $5,622-18.7% | $6,795-32.8% | $5,306-13.9% |