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 | $76,015 | $86,929-12.6% | $102,423-25.8% | $80,856-6.0% |
| Participation rate | 97.1% | 72.4%+24.7pp | 76.5%+20.6pp | 67.6%+29.4pp |
| Annual return | 14.34% | 18.88%-4.5pp | 29.32%-15.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,952 | $2,369-17.6% | $3,023-35.4% | $2,755-29.1% |
| Participant deferral / active EE | $5,346 | $4,118+29.8% | $5,053+5.8% | $4,296+24.4% |
| Admin fee / account holder | $2,486 | $8,049-69.1% | $9,451-73.7% | $6,918-64.1% |