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 | $71,717 | $76,407-6.1% | $150,298-52.3% | $82,448-13.0% |
| Participation rate | 95.5% | 66.4%+29.1pp | 77.8%+17.8pp | 68.1%+27.5pp |
| Annual return | 17.79% | 39.99%-22.2pp | 62.79%-45.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,439 | $2,614-6.7% | $4,154-41.3% | $2,551-4.4% |
| Participant deferral / active EE | $4,891 | $3,214+52.1% | $5,453-10.3% | $4,139+18.2% |
| Admin fee / account holder | $2,626 | $6,352-58.7% | $14,116-81.4% | $7,234-63.7% |