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 | $63,423 | $63,355+0.1% | $91,989-31.1% | $72,985-13.1% |
| Participation rate | 96.8% | 72.5%+24.3pp | 78.6%+18.1pp | 69.5%+27.3pp |
| Annual return | 21.12% | 35.35%-14.2pp | 69.02%-47.9pp | 81.00%-59.9pp |
| Employer contribution / active EE | $3,091 | $2,116+46.1% | $3,452-10.5% | $2,440+26.7% |
| Participant deferral / active EE | $4,424 | $4,883-9.4% | $5,923-25.3% | $3,607+22.6% |
| Admin fee / account holder | $391 | $4,668-91.6% | $7,743-94.9% | $5,124-92.4% |