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 | $75,736 | $148,978-49.2% | $200,582-62.2% | $84,808-10.7% |
| Participation rate | 89.4% | 84.2%+5.1pp | 86.9%+2.5pp | 68.3%+21.1pp |
| Annual return | 17.08% | 28.16%-11.1pp | 42.33%-25.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,463 | $4,815-48.8% | $6,419-61.6% | $2,631-6.4% |
| Participant deferral / active EE | $6,245 | $7,142-12.6% | $9,331-33.1% | $4,212+48.3% |
| Admin fee / account holder | $4,720 | $13,977-66.2% | $16,305-71.1% | $7,344-35.7% |