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 | $77,633 | $81,446-4.7% | $103,374-24.9% | $80,874-4.0% |
| Participation rate | 87.5% | 66.9%+20.6pp | 74.5%+13.0pp | 67.6%+19.9pp |
| Annual return | 14.42% | 25.57%-11.1pp | 24.89%-10.5pp | 35.62%-21.2pp |
| Employer contribution / active EE | $3,605 | $3,107+16.0% | $3,869-6.8% | $2,756+30.8% |
| Participant deferral / active EE | $1,846 | $3,870-52.3% | $5,058-63.5% | $4,297-57.0% |
| Admin fee / account holder | $6,504 | $6,715-3.1% | $8,394-22.5% | $6,935-6.2% |