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 | $70,925 | $95,803-26.0% | $113,168-37.3% | $84,808-16.4% |
| Participation rate | 90.9% | 72.9%+18.0pp | 76.6%+14.3pp | 68.3%+22.6pp |
| Annual return | 16.36% | 25.00%-8.6pp | 24.27%-7.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,584 | $2,360+9.5% | $2,975-13.2% | $2,631-1.8% |
| Participant deferral / active EE | $6,880 | $4,242+62.2% | $5,107+34.7% | $4,212+63.4% |
| Admin fee / account holder | $2,111 | $8,989-76.5% | $12,068-82.5% | $7,344-71.3% |