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 | $108,825-28.2% | $156,181-50.0% | $82,448-5.2% |
| Participation rate | 96.4% | 72.4%+24.1pp | 78.8%+17.6pp | 68.1%+28.4pp |
| Annual return | 18.44% | 20.59%-2.2pp | 64.87%-46.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $3,182 | $2,870+10.9% | $4,294-25.9% | $2,551+24.7% |
| Participant deferral / active EE | $6,043 | $4,577+32.0% | $6,132-1.5% | $4,139+46.0% |
| Admin fee / account holder | $7,253 | $9,341-22.3% | $14,586-50.3% | $7,234+0.3% |