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 | $89,250 | $81,460+9.6% | $103,333-13.6% | $80,856+10.4% |
| Participation rate | 96.9% | 66.8%+30.0pp | 74.5%+22.4pp | 67.6%+29.2pp |
| Annual return | 11.74% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,063 | $3,105-33.6% | $3,868-46.7% | $2,755-25.1% |
| Participant deferral / active EE | $4,021 | $3,869+3.9% | $5,057-20.5% | $4,296-6.4% |
| Admin fee / account holder | $8,837 | $6,566+34.6% | $8,355+5.8% | $6,918+27.7% |