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 | $71,501 | $76,552-6.6% | $123,892-42.3% | $62,891+13.7% |
| Participation rate | 96.3% | 73.0%+23.3pp | 81.4%+14.9pp | 69.3%+27.0pp |
| Annual return | 7.94% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,757 | $2,883+30.3% | $4,617-18.6% | $2,281+64.7% |
| Participant deferral / active EE | $5,567 | $4,840+15.0% | $5,984-7.0% | $3,203+73.8% |
| Admin fee / account holder | $1,974 | $4,826-59.1% | $8,357-76.4% | $4,296-54.0% |