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 | $76,788 | $86,891-11.6% | $142,449-46.1% | $75,163+2.2% |
| Participation rate | 93.5% | 68.5%+25.0pp | 76.8%+16.8pp | 67.2%+26.4pp |
| Annual return | 15.85% | 23.31%-7.5pp | 19.99%-4.1pp | 160.62%-144.8pp |
| Employer contribution / active EE | $5,087 | $3,355+51.6% | $4,847+4.9% | $2,670+90.5% |
| Participant deferral / active EE | $9,805 | $4,938+98.6% | $6,283+56.0% | $4,125+137.7% |
| Admin fee / account holder | $1,531 | $7,299-79.0% | $10,011-84.7% | $5,651-72.9% |