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 | $65,034 | $65,365-0.5% | $92,893-30.0% | $72,985-10.9% |
| Participation rate | 94.4% | 68.3%+26.1pp | 76.0%+18.4pp | 69.5%+25.0pp |
| Annual return | 27.88% | 42.10%-14.2pp | 109.41%-81.5pp | 81.00%-53.1pp |
| Employer contribution / active EE | $2,729 | $2,594+5.2% | $3,653-25.3% | $2,440+11.8% |
| Participant deferral / active EE | $4,803 | $3,128+53.5% | $4,236+13.4% | $3,607+33.2% |
| Admin fee / account holder | $4,320 | $4,251+1.6% | $5,794-25.4% | $5,124-15.7% |