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 | $80,074 | $80,968-1.1% | $96,544-17.1% | $75,163+6.5% |
| Participation rate | 98.4% | 71.8%+26.6pp | 76.0%+22.4pp | 67.2%+31.2pp |
| Annual return | 13.74% | 27.06%-13.3pp | 25.84%-12.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $2,411 | $2,282+5.7% | $2,965-18.7% | $2,670-9.7% |
| Participant deferral / active EE | $4,952 | $3,928+26.1% | $4,851+2.1% | $4,125+20.0% |
| Admin fee / account holder | $7,157 | $6,724+6.4% | $8,252-13.3% | $5,651+26.6% |