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 | $74,226 | $72,277+2.7% | $101,248-26.7% | $79,858-7.1% |
| Participation rate | 84.6% | 68.5%+16.2pp | 75.8%+8.8pp | 69.6%+15.0pp |
| Annual return | 17.24% | 22.30%-5.1pp | 46.47%-29.2pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,465 | $2,692-8.4% | $3,660-32.6% | $2,471-0.2% |
| Participant deferral / active EE | $5,424 | $3,282+65.3% | $4,370+24.1% | $3,740+45.0% |
| Admin fee / account holder | $2,700 | $4,400-38.6% | $5,945-54.6% | $5,306-49.1% |