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 | $80,161 | $87,013-7.9% | $106,213-24.5% | $80,856-0.9% |
| Participation rate | 94.1% | 70.4%+23.7pp | 75.3%+18.8pp | 67.6%+26.5pp |
| Annual return | 24.72% | 17.05%+7.7pp | 116.14%-91.4pp | 35.59%-10.9pp |
| Employer contribution / active EE | $2,200 | $2,395-8.2% | $3,171-30.6% | $2,755-20.1% |
| Participant deferral / active EE | $3,487 | $3,986-12.5% | $5,016-30.5% | $4,296-18.8% |
| Admin fee / account holder | $1,210 | $8,431-85.7% | $11,033-89.0% | $6,918-82.5% |