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 | $78,631 | $81,460-3.5% | $103,333-23.9% | $80,856-2.8% |
| Participation rate | 98.1% | 66.8%+31.3pp | 74.5%+23.6pp | 67.6%+30.5pp |
| Annual return | 13.08% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $4,357 | $3,105+40.3% | $3,868+12.7% | $2,755+58.2% |
| Participant deferral / active EE | $6,538 | $3,869+69.0% | $5,057+29.3% | $4,296+52.2% |
| Admin fee / account holder | $1,303 | $6,566-80.2% | $8,355-84.4% | $6,918-81.2% |