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 | $81,383 | $101,724-20.0% | $164,813-50.6% | $80,856+0.7% |
| Participation rate | 93.0% | 71.8%+21.2pp | 78.6%+14.4pp | 67.6%+25.4pp |
| Annual return | 12.65% | 16.72%-4.1pp | 69.93%-57.3pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,475 | $2,953+17.7% | $4,341-19.9% | $2,755+26.1% |
| Participant deferral / active EE | $4,225 | $4,477-5.6% | $6,031-30.0% | $4,296-1.7% |
| Admin fee / account holder | $5,216 | $8,227-36.6% | $12,690-58.9% | $6,918-24.6% |