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 | $72,829 | $81,248-10.4% | $155,509-53.2% | $80,856-9.9% |
| Participation rate | 94.7% | 66.2%+28.5pp | 78.2%+16.6pp | 67.6%+27.1pp |
| Annual return | 13.13% | 33.31%-20.2pp | 64.67%-51.5pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,082 | $3,100-0.6% | $4,672-34.0% | $2,755+11.9% |
| Participant deferral / active EE | $7,013 | $3,452+103.2% | $5,626+24.7% | $4,296+63.3% |
| Admin fee / account holder | $3,101 | $7,997-61.2% | $15,912-80.5% | $6,918-55.2% |