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 | $80,821 | $87,013-7.1% | $106,213-23.9% | $80,8560% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 17.75% | 17.05%+0.7pp | 116.14%-98.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $4,083 | $2,395+70.5% | $3,171+28.8% | $2,755+48.2% |
| Participant deferral / active EE | $6,691 | $3,986+67.9% | $5,016+33.4% | $4,296+55.8% |
| Admin fee / account holder | $1,140 | $8,431-86.5% | $11,033-89.7% | $6,918-83.5% |