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 | $56,815 | $89,698-36.7% | $103,476-45.1% | $80,856-29.7% |
| Participation rate | 96.2% | 76.0%+20.2pp | 80.5%+15.6pp | 67.6%+28.5pp |
| Annual return | 13.40% | 22.78%-9.4pp | 23.90%-10.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,816 | $4,018-5.0% | $4,672-18.3% | $2,755+38.5% |
| Participant deferral / active EE | $6,168 | $5,456+13.0% | $6,623-6.9% | $4,296+43.6% |
| Admin fee / account holder | $609 | $6,768-91.0% | $9,413-93.5% | $6,918-91.2% |