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 | $89,795 | $72,277+24.2% | $101,248-11.3% | $79,858+12.4% |
| Participation rate | 97.0% | 68.5%+28.5pp | 75.8%+21.2pp | 69.6%+27.3pp |
| Annual return | 16.63% | 22.30%-5.7pp | 46.47%-29.8pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,657 | $2,692-1.3% | $3,660-27.4% | $2,471+7.5% |
| Participant deferral / active EE | $3,817 | $3,282+16.3% | $4,370-12.6% | $3,740+2.1% |
| Admin fee / account holder | $747 | $4,400-83.0% | $5,945-87.4% | $5,306-85.9% |