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 | $71,484 | $81,460-12.2% | $103,333-30.8% | $80,856-11.6% |
| Participation rate | 88.0% | 66.8%+21.2pp | 74.5%+13.5pp | 67.6%+20.4pp |
| Annual return | 21.12% | 25.55%-4.4pp | 24.88%-3.8pp | 35.59%-14.5pp |
| Employer contribution / active EE | $9,007 | $3,105+190.1% | $3,868+132.9% | $2,755+226.9% |
| Participant deferral / active EE | $3,005 | $3,869-22.3% | $5,057-40.6% | $4,296-30.1% |
| Admin fee / account holder | $1,710 | $6,566-74.0% | $8,355-79.5% | $6,918-75.3% |