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 | $72,686 | $83,477-12.9% | $125,175-41.9% | $72,985-0.4% |
| Participation rate | 97.6% | 73.3%+24.3pp | 79.8%+17.8pp | 69.5%+28.1pp |
| Annual return | 20.66% | 25.78%-5.1pp | 43.79%-23.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $6,222 | $2,345+165.3% | $3,865+61.0% | $2,440+155.0% |
| Participant deferral / active EE | $5,305 | $3,585+48.0% | $4,937+7.5% | $3,607+47.1% |
| Admin fee / account holder | $3,439 | $5,517-37.7% | $9,702-64.6% | $5,124-32.9% |