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 | $68,419 | $76,552-10.6% | $123,892-44.8% | $62,891+8.8% |
| Participation rate | 85.2% | 73.0%+12.2pp | 81.4%+3.8pp | 69.3%+15.9pp |
| Annual return | 9.15% | 18.68%-9.5pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $4,375 | $2,883+51.8% | $4,617-5.2% | $2,281+91.8% |
| Participant deferral / active EE | $8,137 | $4,840+68.1% | $5,984+36.0% | $3,203+154.0% |
| Admin fee / account holder | $1,249 | $4,826-74.1% | $8,357-85.1% | $4,296-70.9% |