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 | $80,770 | $74,927+7.8% | $101,794-20.7% | $84,808-4.8% |
| Participation rate | 97.3% | 61.4%+35.9pp | 69.2%+28.1pp | 68.3%+29.0pp |
| Annual return | 16.07% | 18.70%-2.6pp | 30.53%-14.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,960 | $1,522+94.5% | $2,289+29.3% | $2,631+12.5% |
| Participant deferral / active EE | $2,573 | $3,099-17.0% | $4,084-37.0% | $4,212-38.9% |
| Admin fee / account holder | $5,358 | $6,514-17.7% | $8,777-39.0% | $7,344-27.0% |