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 | $81,369 | $94,625-14.0% | $116,228-30.0% | $84,808-4.1% |
| Participation rate | 88.7% | 70.4%+18.3pp | 74.6%+14.2pp | 68.3%+20.4pp |
| Annual return | 14.11% | 20.40%-6.3pp | 90.06%-75.9pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,122 | $2,347-9.6% | $2,994-29.1% | $2,631-19.3% |
| Participant deferral / active EE | $3,628 | $3,972-8.7% | $4,953-26.8% | $4,212-13.9% |
| Admin fee / account holder | $2,577 | $10,091-74.5% | $11,989-78.5% | $7,344-64.9% |