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 | $84,352 | $95,803-12.0% | $113,168-25.5% | $84,808-0.5% |
| Participation rate | 90.9% | 72.9%+18.0pp | 76.6%+14.3pp | 68.3%+22.6pp |
| Annual return | 12.55% | 25.00%-12.5pp | 24.27%-11.7pp | 40.90%-28.4pp |
| Employer contribution / active EE | $4,143 | $2,360+75.6% | $2,975+39.3% | $2,631+57.5% |
| Participant deferral / active EE | $4,409 | $4,242+3.9% | $5,107-13.7% | $4,212+4.7% |
| Admin fee / account holder | $5,061 | $8,989-43.7% | $12,068-58.1% | $7,344-31.1% |