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 | $60,925 | $76,407-20.3% | $150,298-59.5% | $82,448-26.1% |
| Participation rate | 96.0% | 66.4%+29.6pp | 77.8%+18.2pp | 68.1%+27.9pp |
| Annual return | 19.86% | 39.99%-20.1pp | 62.79%-42.9pp | 41.64%-21.8pp |
| Employer contribution / active EE | $2,716 | $2,614+3.9% | $4,154-34.6% | $2,551+6.5% |
| Participant deferral / active EE | $6,128 | $3,214+90.7% | $5,453+12.4% | $4,139+48.1% |
| Admin fee / account holder | $5,051 | $6,352-20.5% | $14,116-64.2% | $7,234-30.2% |