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 | $77,375 | $99,341-22.1% | $84,750-8.7% | $273,961-71.8% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 7.38% | 22.93%-15.5pp | 22.78%-15.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $3,232 | $4,214-23.3% | $3,574-9.6% | $4,869-33.6% |
| Participant deferral / active EE | $7,414 | $4,269+73.7% | $3,712+99.7% | $5,287+40.2% |
| Admin fee / account holder | $1,120 | $6,644-83.1% | $5,332-79.0% | $10,132-88.9% |