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 | $75,687 | $81,460-7.1% | $103,333-26.8% | $80,856-6.4% |
| Participation rate | 97.0% | 66.8%+30.1pp | 74.5%+22.5pp | 67.6%+29.3pp |
| Annual return | 13.40% | 25.55%-12.1pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,918 | $3,105+26.2% | $3,868+1.3% | $2,755+42.2% |
| Participant deferral / active EE | $12,778 | $3,869+230.3% | $5,057+152.7% | $4,296+197.5% |
| Admin fee / account holder | $2,759 | $6,566-58.0% | $8,355-67.0% | $6,918-60.1% |