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 | $78,524 | $123,793-36.6% | $177,821-55.8% | $79,858-1.7% |
| Participation rate | 94.7% | 84.7%+10.1pp | 87.7%+7.0pp | 69.6%+25.1pp |
| Annual return | 17.35% | 22.82%-5.5pp | 48.32%-31.0pp | 31.71%-14.4pp |
| Employer contribution / active EE | $9,799 | $4,095+139.3% | $5,918+65.6% | $2,471+296.6% |
| Participant deferral / active EE | $8,037 | $5,956+34.9% | $7,714+4.2% | $3,740+114.9% |
| Admin fee / account holder | $4,711 | $7,243-35.0% | $12,427-62.1% | $5,306-11.2% |