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 | $77,072 | $88,707-13.1% | $74,183+3.9% | $273,961-71.9% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 10.58% | 11.94%-1.4pp | 17.74%-7.2pp | 41.45%-30.9pp |
| Employer contribution / active EE | $3,053 | $3,159-3.4% | $2,370+28.8% | $4,869-37.3% |
| Participant deferral / active EE | $5,395 | $4,212+28.1% | $3,550+52.0% | $5,287+2.0% |
| Admin fee / account holder | $5,319 | $8,717-39.0% | $5,586-4.8% | $10,132-47.5% |