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 | $81,305 | $95,453-14.8% | $112,040-27.4% | $82,448-1.4% |
| Participation rate | 86.4% | 72.8%+13.7pp | 76.5%+9.9pp | 68.1%+18.4pp |
| Annual return | 13.55% | 23.92%-10.4pp | 24.52%-11.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,814 | $2,318+21.4% | $2,954-4.7% | $2,551+10.3% |
| Participant deferral / active EE | $5,307 | $4,224+25.7% | $5,098+4.1% | $4,139+28.2% |
| Admin fee / account holder | $10,925 | $9,013+21.2% | $12,098-9.7% | $7,234+51.0% |