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 | $73,082 | $94,625-22.8% | $116,228-37.1% | $84,808-13.8% |
| Participation rate | 89.6% | 70.4%+19.2pp | 74.6%+15.1pp | 68.3%+21.3pp |
| Annual return | 12.63% | 20.40%-7.8pp | 90.06%-77.4pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,039 | $2,347-13.1% | $2,994-31.9% | $2,631-22.5% |
| Participant deferral / active EE | $5,789 | $3,972+45.7% | $4,953+16.9% | $4,212+37.4% |
| Admin fee / account holder | $6,863 | $10,091-32.0% | $11,989-42.8% | $7,344-6.5% |