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 | $73,085 | $79,944-8.6% | $98,439-25.8% | $75,163-2.8% |
| Participation rate | 93.5% | 70.4%+23.2pp | 75.2%+18.4pp | 67.2%+26.4pp |
| Annual return | 15.74% | 19.75%-4.0pp | 21.16%-5.4pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,279 | $2,264+0.7% | $3,048-25.2% | $2,670-14.6% |
| Participant deferral / active EE | $5,345 | $3,752+42.4% | $4,738+12.8% | $4,125+29.6% |
| Admin fee / account holder | $1,079 | $6,840-84.2% | $8,948-87.9% | $5,651-80.9% |