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 | $74,856 | $95,803-21.9% | $113,168-33.9% | $84,808-11.7% |
| Participation rate | 90.9% | 72.9%+18.0pp | 76.6%+14.3pp | 68.3%+22.6pp |
| Annual return | 34.48% | 25.00%+9.5pp | 24.27%+10.2pp | 40.90%-6.4pp |
| Employer contribution / active EE | $2,783 | $2,360+17.9% | $2,975-6.5% | $2,631+5.8% |
| Participant deferral / active EE | $5,973 | $4,242+40.8% | $5,107+17.0% | $4,212+41.8% |
| Admin fee / account holder | $1,407 | $8,989-84.3% | $12,068-88.3% | $7,344-80.8% |