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 | $74,406 | $81,446-8.6% | $103,374-28.0% | $80,874-8.0% |
| Participation rate | 83.9% | 66.9%+17.0pp | 74.5%+9.4pp | 67.6%+16.2pp |
| Annual return | 11.63% | 25.57%-13.9pp | 24.89%-13.3pp | 35.62%-24.0pp |
| Employer contribution / active EE | $7,908 | $3,107+154.5% | $3,869+104.4% | $2,756+187.0% |
| Participant deferral / active EE | $5,491 | $3,870+41.9% | $5,058+8.6% | $4,297+27.8% |
| Admin fee / account holder | $15,537 | $6,715+131.4% | $8,394+85.1% | $6,935+124.0% |