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 | $61,314 | $76,552-19.9% | $123,892-50.5% | $62,891-2.5% |
| Participation rate | 91.4% | 73.0%+18.4pp | 81.4%+10.0pp | 69.3%+22.1pp |
| Annual return | 10.98% | 18.68%-7.7pp | 47.52%-36.5pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,116 | $2,883-61.3% | $4,617-75.8% | $2,281-51.1% |
| Participant deferral / active EE | $6,895 | $4,840+42.5% | $5,984+15.2% | $3,203+115.3% |
| Admin fee / account holder | $6,264 | $4,826+29.8% | $8,357-25.0% | $4,296+45.8% |