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 | $79,562 | $81,460-2.3% | $103,333-23.0% | $80,856-1.6% |
| Participation rate | 84.5% | 66.8%+17.6pp | 74.5%+10.0pp | 67.6%+16.8pp |
| Annual return | 15.20% | 25.55%-10.3pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,131 | $3,105+0.8% | $3,868-19.1% | $2,755+13.6% |
| Participant deferral / active EE | $7,149 | $3,869+84.8% | $5,057+41.4% | $4,296+66.4% |
| Admin fee / account holder | $3,225 | $6,566-50.9% | $8,355-61.4% | $6,918-53.4% |