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 | $73,179 | $88,707-17.5% | $74,183-1.4% | $273,961-73.3% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 8.64% | 11.94%-3.3pp | 17.74%-9.1pp | 41.45%-32.8pp |
| Employer contribution / active EE | $5,203 | $3,159+64.7% | $2,370+119.5% | $4,869+6.9% |
| Participant deferral / active EE | $3,871 | $4,212-8.1% | $3,550+9.1% | $5,287-26.8% |
| Admin fee / account holder | $2,518 | $8,717-71.1% | $5,586-54.9% | $10,132-75.1% |