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 | $68,877 | $83,477-17.5% | $125,175-45.0% | $72,985-5.6% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.5%+16.2pp |
| Annual return | 22.83% | 25.78%-2.9pp | 43.79%-21.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,676 | $2,345+14.1% | $3,865-30.8% | $2,440+9.7% |
| Participant deferral / active EE | $7,369 | $3,585+105.5% | $4,937+49.3% | $3,607+104.3% |
| Admin fee / account holder | $10,905 | $5,517+97.6% | $9,702+12.4% | $5,124+112.8% |