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 8-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 | $75,972 | $81,460-6.7% | $103,333-26.5% | $80,856-6.0% |
| Participation rate | 93.0% | 66.8%+26.1pp | 74.5%+18.5pp | 67.6%+25.3pp |
| Annual return | 16.16% | 25.55%-9.4pp | 24.88%-8.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $3,141 | $3,105+1.1% | $3,868-18.8% | $2,755+14.0% |
| Participant deferral / active EE | $6,250 | $3,869+61.5% | $5,057+23.6% | $4,296+45.5% |
| Admin fee / account holder | $3,363 | $6,566-48.8% | $8,355-59.8% | $6,918-51.4% |