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 | $75,295 | $118,450-36.4% | $98,439-23.5% | $139,434-46.0% |
| Participation rate | 88.9% | 77.4%+11.5pp | 75.2%+13.7pp | 80.3%+8.6pp |
| Annual return | 15.92% | 18.94%-3.0pp | 21.16%-5.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,396 | $3,609-61.3% | $3,048-54.2% | $4,751-70.6% |
| Participant deferral / active EE | $6,203 | $5,392+15.0% | $4,738+30.9% | $6,710-7.6% |
| Admin fee / account holder | $3,145 | $14,026-77.6% | $8,948-64.9% | $11,403-72.4% |