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 | $67,041 | $81,460-17.7% | $103,333-35.1% | $80,856-17.1% |
| Participation rate | 87.1% | 66.8%+20.3pp | 74.5%+12.6pp | 67.6%+19.5pp |
| Annual return | 16.88% | 25.55%-8.7pp | 24.88%-8.0pp | 35.59%-18.7pp |
| Employer contribution / active EE | $3,109 | $3,105+0.1% | $3,868-19.6% | $2,755+12.8% |
| Participant deferral / active EE | $4,549 | $3,869+17.6% | $5,057-10.1% | $4,296+5.9% |
| Admin fee / account holder | $2,123 | $6,566-67.7% | $8,355-74.6% | $6,918-69.3% |