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 | $60,813 | $87,733-30.7% | $106,548-42.9% | $85,850-29.2% |
| Participation rate | 92.3% | 71.9%+20.4pp | 76.1%+16.2pp | 69.3%+23.0pp |
| Annual return | 19.37% | 21.86%-2.5pp | 26.80%-7.4pp | 318.53%-299.2pp |
| Employer contribution / active EE | $3,113 | $2,073+50.2% | $2,819+10.4% | $2,565+21.4% |
| Participant deferral / active EE | $9,576 | $3,469+176.0% | $4,398+117.7% | $3,952+142.3% |
| Admin fee / account holder | $4,131 | $6,767-39.0% | $7,407-44.2% | $6,260-34.0% |