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 | $80,554 | $80,673-0.1% | $101,326-20.5% | $84,808-5.0% |
| Participation rate | 81.6% | 77.8%+3.8pp | 81.5%+0.1pp | 68.3%+13.3pp |
| Annual return | 22.16% | 38.95%-16.8pp | 36.82%-14.7pp | 40.90%-18.7pp |
| Employer contribution / active EE | $3,679 | $2,698+36.4% | $3,665+0.4% | $2,631+39.8% |
| Participant deferral / active EE | $8,665 | $6,840+26.7% | $7,994+8.4% | $4,212+105.7% |
| Admin fee / account holder | $4,105 | $12,784-67.9% | $11,185-63.3% | $7,344-44.1% |