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 | $75,988 | $64,121+18.5% | $78,805-3.6% | $116,875-35.0% |
| Participation rate | 92.5% | 71.0%+21.5pp | 73.6%+18.9pp | 74.5%+17.9pp |
| Annual return | 14.93% | 16.32%-1.4pp | -2.71%+17.6pp | 16.29%-1.4pp |
| Employer contribution / active EE | $1,201 | $2,257-46.8% | $4,059-70.4% | $3,288-63.5% |
| Participant deferral / active EE | $2,195 | $2,757-20.4% | $3,584-38.8% | $3,885-43.5% |
| Admin fee / account holder | $1,496 | $5,745-74.0% | $5,677-73.7% | $12,263-87.8% |