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 | $69,764 | $70,475-1.0% | $100,516-30.6% | $79,858-12.6% |
| Participation rate | 90.5% | 73.7%+16.8pp | 79.4%+11.1pp | 69.6%+20.8pp |
| Annual return | 16.02% | 21.90%-5.9pp | 30.89%-14.9pp | 31.71%-15.7pp |
| Employer contribution / active EE | $6,295 | $2,165+190.8% | $3,418+84.2% | $2,471+154.8% |
| Participant deferral / active EE | $6,081 | $5,181+17.4% | $6,270-3.0% | $3,740+62.6% |
| Admin fee / account holder | $427 | $4,478-90.5% | $8,081-94.7% | $5,306-92.0% |