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 | $76,643 | $81,460-5.9% | $103,333-25.8% | $80,856-5.2% |
| Participation rate | 80.8% | 66.8%+13.9pp | 74.5%+6.3pp | 67.6%+13.1pp |
| Annual return | 13.04% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,031 | $3,105-2.4% | $3,868-21.6% | $2,755+10.0% |
| Participant deferral / active EE | $7,747 | $3,869+100.2% | $5,057+53.2% | $4,296+80.3% |
| Admin fee / account holder | $17,520 | $6,566+166.8% | $8,355+109.7% | $6,918+153.3% |