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 | $73,463 | $81,446-9.8% | $103,374-28.9% | $80,874-9.2% |
| Participation rate | 88.9% | 66.9%+22.0pp | 74.5%+14.4pp | 67.6%+21.2pp |
| Annual return | 12.12% | 25.57%-13.4pp | 24.89%-12.8pp | 35.62%-23.5pp |
| Employer contribution / active EE | $4,087 | $3,107+31.5% | $3,869+5.6% | $2,756+48.3% |
| Participant deferral / active EE | $3,850 | $3,870-0.5% | $5,058-23.9% | $4,297-10.4% |
| Admin fee / account holder | $4,290 | $6,715-36.1% | $8,394-48.9% | $6,935-38.1% |