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 | $80,066 | $102,605-22.0% | $145,661-45.0% | $84,808-5.6% |
| Participation rate | 83.8% | 74.3%+9.5pp | 77.2%+6.5pp | 68.3%+15.4pp |
| Annual return | 14.13% | 26.50%-12.4pp | 101.46%-87.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $6,292 | $3,325+89.2% | $4,238+48.5% | $2,631+139.1% |
| Participant deferral / active EE | $4,017 | $5,750-30.1% | $7,198-44.2% | $4,212-4.6% |
| Admin fee / account holder | $7,029 | $8,758-19.7% | $12,466-43.6% | $7,344-4.3% |