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 | $75,863 | $78,422-3.3% | $95,952-20.9% | $79,858-5.0% |
| Participation rate | 78.8% | 73.5%+5.3pp | 77.1%+1.7pp | 69.6%+9.2pp |
| Annual return | 20.60% | 19.37%+1.2pp | 91.61%-71.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,895 | $1,945+48.8% | $2,541+13.9% | $2,471+17.2% |
| Participant deferral / active EE | $6,082 | $3,440+76.8% | $4,167+46.0% | $3,740+62.6% |
| Admin fee / account holder | $10,050 | $5,622+78.8% | $6,795+47.9% | $5,306+89.4% |