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 | $69,959 | $93,571-25.2% | $135,903-48.5% | $75,163-6.9% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 24.76% | 30.90%-6.1pp | 68.23%-43.5pp | 160.62%-135.9pp |
| Employer contribution / active EE | $4,050 | $3,537+14.5% | $4,856-16.6% | $2,670+51.7% |
| Participant deferral / active EE | $8,141 | $6,404+27.1% | $7,758+4.9% | $4,125+97.4% |
| Admin fee / account holder | $790 | $6,975-88.7% | $10,762-92.7% | $5,651-86.0% |