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 | $80,745 | $80,7170% | $154,803-47.8% | $84,808-4.8% |
| Participation rate | 93.2% | 66.8%+26.4pp | 78.1%+15.1pp | 68.3%+24.9pp |
| Annual return | 15.97% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,425 | $2,761+24.0% | $4,305-20.5% | $2,631+30.2% |
| Participant deferral / active EE | $2,936 | $3,303-11.1% | $5,540-47.0% | $4,212-30.3% |
| Admin fee / account holder | $5,019 | $6,746-25.6% | $14,329-65.0% | $7,344-31.7% |