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 | $74,175 | $80,717-8.1% | $154,803-52.1% | $84,808-12.5% |
| Participation rate | 93.4% | 66.8%+26.6pp | 78.1%+15.4pp | 68.3%+25.1pp |
| Annual return | 15.65% | 37.96%-22.3pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,154 | $2,761+14.2% | $4,305-26.7% | $2,631+19.9% |
| Participant deferral / active EE | $9,798 | $3,303+196.6% | $5,540+76.9% | $4,212+132.7% |
| Admin fee / account holder | $3,175 | $6,746-52.9% | $14,329-77.8% | $7,344-56.8% |