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 | $58,924 | $88,707-33.6% | $74,183-20.6% | $273,961-78.5% |
| Participation rate | 88.2% | 79.4%+8.8pp | 76.6%+11.6pp | 83.0%+5.2pp |
| Annual return | 11.56% | 11.94%-0.4pp | 17.74%-6.2pp | 41.45%-29.9pp |
| Employer contribution / active EE | $3,381 | $3,159+7.0% | $2,370+42.7% | $4,869-30.6% |
| Participant deferral / active EE | $8,369 | $4,212+98.7% | $3,550+135.8% | $5,287+58.3% |
| Admin fee / account holder | $13,241 | $8,717+51.9% | $5,586+137.0% | $10,132+30.7% |