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 | $74,247 | $96,557-23.1% | $80,975-8.3% | $273,961-72.9% |
| Participation rate | 93.3% | 79.1%+14.2pp | 75.8%+17.5pp | 83.0%+10.3pp |
| Annual return | 5.84% | 15.14%-9.3pp | 17.10%-11.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $4,367 | $4,868-10.3% | $3,714+17.6% | $4,869-10.3% |
| Participant deferral / active EE | $10,199 | $6,598+54.6% | $5,696+79.1% | $5,287+92.9% |
| Admin fee / account holder | $5,915 | $7,492-21.0% | $5,516+7.2% | $10,132-41.6% |