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 | $76,486 | $80,717-5.2% | $154,803-50.6% | $84,808-9.8% |
| Participation rate | 91.7% | 66.8%+24.9pp | 78.1%+13.6pp | 68.3%+23.4pp |
| Annual return | 16.13% | 37.96%-21.8pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,915 | $2,761-30.7% | $4,305-55.5% | $2,631-27.2% |
| Participant deferral / active EE | $3,497 | $3,303+5.9% | $5,540-36.9% | $4,212-17.0% |
| Admin fee / account holder | $906 | $6,746-86.6% | $14,329-93.7% | $7,344-87.7% |