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 | $69,805 | $72,114-3.2% | $108,745-35.8% | $62,891+11.0% |
| Participation rate | 91.9% | 74.6%+17.3pp | 77.7%+14.2pp | 69.3%+22.6pp |
| Annual return | 7.60% | 13.41%-5.8pp | 46.22%-38.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $5,542 | $2,694+105.8% | $3,323+66.8% | $2,281+143.0% |
| Participant deferral / active EE | $9,631 | $4,044+138.1% | $5,121+88.1% | $3,203+200.7% |
| Admin fee / account holder | $3,216 | $4,608-30.2% | $6,144-47.7% | $4,296-25.1% |