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 | $63,607 | $78,422-18.9% | $95,952-33.7% | $79,858-20.3% |
| Participation rate | 97.3% | 73.5%+23.8pp | 77.1%+20.2pp | 69.6%+27.7pp |
| Annual return | 14.36% | 19.37%-5.0pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,272 | $1,945+16.8% | $2,541-10.6% | $2,471-8.0% |
| Participant deferral / active EE | $3,892 | $3,440+13.2% | $4,167-6.6% | $3,740+4.1% |
| Admin fee / account holder | $3,913 | $5,622-30.4% | $6,795-42.4% | $5,306-26.3% |