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 | $75,307 | $95,762-21.4% | $379,746-80.2% | $79,858-5.7% |
| Participation rate | 95.2% | 74.0%+21.2pp | 78.4%+16.7pp | 69.6%+25.5pp |
| Annual return | 17.12% | 18.26%-1.1pp | 34.90%-17.8pp | 31.71%-14.6pp |
| Employer contribution / active EE | $5,062 | $2,695+87.8% | $3,540+43.0% | $2,471+104.9% |
| Participant deferral / active EE | $13,680 | $4,705+190.8% | $6,024+127.1% | $3,740+265.8% |
| Admin fee / account holder | $6,132 | $6,745-9.1% | $7,927-22.6% | $5,306+15.6% |