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 | $50,108 | $60,349-17.0% | $74,183-32.5% | $62,891-20.3% |
| Participation rate | 91.4% | 72.7%+18.7pp | 76.6%+14.8pp | 69.3%+22.1pp |
| Annual return | 10.32% | 21.37%-11.0pp | 17.74%-7.4pp | 20.14%-9.8pp |
| Employer contribution / active EE | $2,617 | $1,680+55.8% | $2,370+10.4% | $2,281+14.7% |
| Participant deferral / active EE | $6,213 | $2,856+117.5% | $3,550+75.0% | $3,203+94.0% |
| Admin fee / account holder | $1,498 | $4,261-64.9% | $5,586-73.2% | $4,296-65.1% |