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 | $62,779 | $99,341-36.8% | $84,750-25.9% | $273,961-77.1% |
| Participation rate | 87.0% | 80.7%+6.3pp | 76.6%+10.4pp | 83.0%+3.9pp |
| Annual return | 8.76% | 22.93%-14.2pp | 22.78%-14.0pp | 41.45%-32.7pp |
| Employer contribution / active EE | $3,139 | $4,214-25.5% | $3,574-12.2% | $4,869-35.5% |
| Participant deferral / active EE | $6,720 | $4,269+57.4% | $3,712+81.1% | $5,287+27.1% |
| Admin fee / account holder | $2,264 | $6,644-65.9% | $5,332-57.5% | $10,132-77.7% |