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 | $87,539 | $81,248+7.7% | $155,509-43.7% | $80,856+8.3% |
| Participation rate | 87.7% | 66.2%+21.5pp | 78.2%+9.5pp | 67.6%+20.1pp |
| Annual return | 14.08% | 33.31%-19.2pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,485 | $3,100-52.1% | $4,672-68.2% | $2,755-46.1% |
| Participant deferral / active EE | $3,635 | $3,452+5.3% | $5,626-35.4% | $4,296-15.4% |
| Admin fee / account holder | $2,575 | $7,997-67.8% | $15,912-83.8% | $6,918-62.8% |