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 | $71,741 | $83,477-14.1% | $125,175-42.7% | $72,985-1.7% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.5%+20.5pp |
| Annual return | 18.61% | 25.78%-7.2pp | 43.79%-25.2pp | 81.00%-62.4pp |
| Employer contribution / active EE | $3,021 | $2,345+28.8% | $3,865-21.9% | $2,440+23.8% |
| Participant deferral / active EE | $5,996 | $3,585+67.2% | $4,937+21.5% | $3,607+66.2% |
| Admin fee / account holder | $14,412 | $5,517+161.2% | $9,702+48.5% | $5,124+181.2% |