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 | $68,223 | $96,557-29.3% | $80,975-15.7% | $273,961-75.1% |
| Participation rate | 88.9% | 79.1%+9.8pp | 75.8%+13.1pp | 83.0%+5.9pp |
| Annual return | 4.10% | 15.14%-11.0pp | 17.10%-13.0pp | 41.45%-37.4pp |
| Employer contribution / active EE | $5,313 | $4,868+9.1% | $3,714+43.0% | $4,869+9.1% |
| Participant deferral / active EE | $9,352 | $6,598+41.8% | $5,696+64.2% | $5,287+76.9% |
| Admin fee / account holder | $7,808 | $7,492+4.2% | $5,516+41.6% | $10,132-22.9% |