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 | $68,436 | $86,929-21.3% | $102,423-33.2% | $80,856-15.4% |
| Participation rate | 96.4% | 72.4%+24.1pp | 76.5%+19.9pp | 67.6%+28.8pp |
| Annual return | 15.36% | 18.88%-3.5pp | 29.32%-14.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,866 | $2,369+21.0% | $3,023-5.2% | $2,755+4.1% |
| Participant deferral / active EE | $7,868 | $4,118+91.0% | $5,053+55.7% | $4,296+83.2% |
| Admin fee / account holder | $15,407 | $8,049+91.4% | $9,451+63.0% | $6,918+122.7% |