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 | $72,167 | $72,277-0.2% | $101,248-28.7% | $79,858-9.6% |
| Participation rate | 79.3% | 68.5%+10.9pp | 75.8%+3.5pp | 69.6%+9.7pp |
| Annual return | 14.04% | 22.30%-8.3pp | 46.47%-32.4pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,208 | $2,692-18.0% | $3,660-39.7% | $2,471-10.7% |
| Participant deferral / active EE | $5,681 | $3,282+73.1% | $4,370+30.0% | $3,740+51.9% |
| Admin fee / account holder | $7,632 | $4,400+73.4% | $5,945+28.4% | $5,306+43.8% |