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 | $73,472 | $81,248-9.6% | $155,509-52.8% | $80,856-9.1% |
| Participation rate | 95.9% | 66.2%+29.7pp | 78.2%+17.7pp | 67.6%+28.3pp |
| Annual return | 13.52% | 33.31%-19.8pp | 64.67%-51.1pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,726 | $3,100+20.2% | $4,672-20.3% | $2,755+35.3% |
| Participant deferral / active EE | $4,108 | $3,452+19.0% | $5,626-27.0% | $4,296-4.4% |
| Admin fee / account holder | $3,899 | $7,997-51.3% | $15,912-75.5% | $6,918-43.6% |