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 | $76,102 | $95,803-20.6% | $113,168-32.8% | $84,808-10.3% |
| Participation rate | 89.8% | 72.9%+17.0pp | 76.6%+13.3pp | 68.3%+21.5pp |
| Annual return | 14.40% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,317 | $2,360-1.8% | $2,975-22.1% | $2,631-11.9% |
| Participant deferral / active EE | $3,547 | $4,242-16.4% | $5,107-30.6% | $4,212-15.8% |
| Admin fee / account holder | $13,541 | $8,989+50.6% | $12,068+12.2% | $7,344+84.4% |