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 | $74,232 | $78,422-5.3% | $95,952-22.6% | $79,858-7.0% |
| Participation rate | 84.8% | 73.5%+11.3pp | 77.1%+7.7pp | 69.6%+15.1pp |
| Annual return | 17.20% | 19.37%-2.2pp | 91.61%-74.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,708 | $1,945+39.2% | $2,541+6.6% | $2,471+9.6% |
| Participant deferral / active EE | $4,611 | $3,440+34.1% | $4,167+10.7% | $3,740+23.3% |
| Admin fee / account holder | $6,380 | $5,622+13.5% | $6,795-6.1% | $5,306+20.2% |