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 | $80,673-11.1% | $101,326-29.2% | $84,808-15.4% |
| Participation rate | 79.3% | 77.8%+1.5pp | 81.5%-2.2pp | 68.3%+11.0pp |
| Annual return | 23.23% | 38.95%-15.7pp | 36.82%-13.6pp | 40.90%-17.7pp |
| Employer contribution / active EE | $4,852 | $2,698+79.9% | $3,665+32.4% | $2,631+84.4% |
| Participant deferral / active EE | $10,132 | $6,840+48.1% | $7,994+26.7% | $4,212+140.6% |
| Admin fee / account holder | $1,441 | $12,784-88.7% | $11,185-87.1% | $7,344-80.4% |