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 | $79,822 | $80,673-1.1% | $101,326-21.2% | $84,808-5.9% |
| Participation rate | 84.8% | 77.8%+7.1pp | 81.5%+3.4pp | 68.3%+16.5pp |
| Annual return | 16.88% | 38.95%-22.1pp | 36.82%-19.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,773 | $2,698+2.8% | $3,665-24.4% | $2,631+5.4% |
| Participant deferral / active EE | $6,917 | $6,840+1.1% | $7,994-13.5% | $4,212+64.2% |
| Admin fee / account holder | $9,968 | $12,784-22.0% | $11,185-10.9% | $7,344+35.7% |