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 | $78,163 | $109,413-28.6% | $156,263-50.0% | $84,808-7.8% |
| Participation rate | 96.4% | 72.7%+23.7pp | 78.9%+17.5pp | 68.3%+28.1pp |
| Annual return | 18.44% | 20.18%-1.7pp | 59.47%-41.0pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,182 | $2,907+9.5% | $4,333-26.6% | $2,631+20.9% |
| Participant deferral / active EE | $6,043 | $4,590+31.7% | $6,158-1.9% | $4,212+43.5% |
| Admin fee / account holder | $7,253 | $9,357-22.5% | $14,255-49.1% | $7,344-1.2% |