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 | $78,412 | $72,277+8.5% | $101,248-22.6% | $79,858-1.8% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | 14.98% | 22.30%-7.3pp | 46.47%-31.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,947 | $2,692-27.7% | $3,660-46.8% | $2,471-21.2% |
| Participant deferral / active EE | $4,950 | $3,282+50.8% | $4,370+13.3% | $3,740+32.4% |
| Admin fee / account holder | $1,128 | $4,400-74.4% | $5,945-81.0% | $5,306-78.8% |