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 | $67,964 | $76,367-11.0% | $93,606-27.4% | $72,985-6.9% |
| Participation rate | 98.2% | 71.7%+26.5pp | 75.8%+22.4pp | 69.5%+28.8pp |
| Annual return | 22.69% | 25.82%-3.1pp | 32.76%-10.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $4,864 | $2,275+113.8% | $2,718+79.0% | $2,440+99.4% |
| Participant deferral / active EE | $1,737 | $3,538-50.9% | $4,069-57.3% | $3,607-51.9% |
| Admin fee / account holder | $4,536 | $6,838-33.7% | $7,888-42.5% | $5,124-11.5% |