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 | $72,975 | $70,475+3.5% | $100,516-27.4% | $79,858-8.6% |
| Participation rate | 97.7% | 73.7%+24.1pp | 79.4%+18.3pp | 69.6%+28.1pp |
| Annual return | 18.25% | 21.90%-3.6pp | 30.89%-12.6pp | 31.71%-13.5pp |
| Employer contribution / active EE | $3,461 | $2,165+59.9% | $3,418+1.3% | $2,471+40.1% |
| Participant deferral / active EE | $6,173 | $5,181+19.2% | $6,270-1.5% | $3,740+65.1% |
| Admin fee / account holder | $1,809 | $4,478-59.6% | $8,081-77.6% | $5,306-65.9% |