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 | $59,605 | $81,248-26.6% | $155,509-61.7% | $80,856-26.3% |
| Participation rate | 90.5% | 66.2%+24.2pp | 78.2%+12.3pp | 67.6%+22.8pp |
| Annual return | 13.74% | 33.31%-19.6pp | 64.67%-50.9pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,847 | $3,100-8.2% | $4,672-39.1% | $2,755+3.3% |
| Participant deferral / active EE | $8,793 | $3,452+154.8% | $5,626+56.3% | $4,296+104.7% |
| Admin fee / account holder | $7,877 | $7,997-1.5% | $15,912-50.5% | $6,918+13.9% |