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 | $67,308 | $73,933-9.0% | $96,683-30.4% | $75,163-10.5% |
| Participation rate | 76.1% | 66.4%+9.7pp | 74.3%+1.7pp | 67.2%+8.9pp |
| Annual return | 16.69% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,444 | $2,928-16.5% | $3,737-34.6% | $2,670-8.5% |
| Participant deferral / active EE | $5,503 | $3,659+50.4% | $4,878+12.8% | $4,125+33.4% |
| Admin fee / account holder | $806 | $5,216-84.6% | $6,730-88.0% | $5,651-85.7% |