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 | $68,783 | $93,571-26.5% | $135,903-49.4% | $75,163-8.5% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 17.86% | 30.90%-13.0pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $3,335 | $3,537-5.7% | $4,856-31.3% | $2,670+24.9% |
| Participant deferral / active EE | $7,283 | $6,404+13.7% | $7,758-6.1% | $4,125+76.6% |
| Admin fee / account holder | $5,384 | $6,975-22.8% | $10,762-50.0% | $5,651-4.7% |