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 | $73,069 | $80,968-9.8% | $96,544-24.3% | $75,163-2.8% |
| Participation rate | 87.8% | 71.8%+16.0pp | 76.0%+11.8pp | 67.2%+20.6pp |
| Annual return | 17.71% | 27.06%-9.4pp | 25.84%-8.1pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,975 | $2,282-13.4% | $2,965-33.4% | $2,670-26.0% |
| Participant deferral / active EE | $5,258 | $3,928+33.9% | $4,851+8.4% | $4,125+27.5% |
| Admin fee / account holder | $2,653 | $6,724-60.5% | $8,252-67.8% | $5,651-53.0% |