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 | $80,508 | $73,933+8.9% | $96,683-16.7% | $75,163+7.1% |
| Participation rate | 88.5% | 66.4%+22.0pp | 74.3%+14.1pp | 67.2%+21.3pp |
| Annual return | 21.56% | 26.70%-5.1pp | 35.69%-14.1pp | 160.62%-139.1pp |
| Employer contribution / active EE | $2,571 | $2,928-12.2% | $3,737-31.2% | $2,670-3.7% |
| Participant deferral / active EE | $3,112 | $3,659-14.9% | $4,878-36.2% | $4,125-24.6% |
| Admin fee / account holder | $1,013 | $5,216-80.6% | $6,730-84.9% | $5,651-82.1% |