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 | $80,419 | $64,480+24.7% | $81,382-1.2% | $80,856-0.5% |
| Participation rate | 84.1% | 63.9%+20.2pp | 69.5%+14.6pp | 67.6%+16.5pp |
| Annual return | 12.13% | 16.34%-4.2pp | 24.73%-12.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,014 | $1,978+1.8% | $2,463-18.2% | $2,755-26.9% |
| Participant deferral / active EE | $8,589 | $3,094+177.6% | $3,883+121.2% | $4,296+99.9% |
| Admin fee / account holder | $29,386 | $5,671+418.2% | $5,768+409.4% | $6,918+324.8% |