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 | $78,398 | $118,450-33.8% | $98,439-20.4% | $139,434-43.8% |
| Participation rate | 92.9% | 77.4%+15.4pp | 75.2%+17.7pp | 80.3%+12.5pp |
| Annual return | 17.84% | 18.94%-1.1pp | 21.16%-3.3pp | 372.94%-355.1pp |
| Employer contribution / active EE | $4,892 | $3,609+35.5% | $3,048+60.5% | $4,751+3.0% |
| Participant deferral / active EE | $1,765 | $5,392-67.3% | $4,738-62.7% | $6,710-73.7% |
| Admin fee / account holder | $8,460 | $14,026-39.7% | $8,948-5.4% | $11,403-25.8% |