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 | $77,734 | $99,633-22.0% | $183,328-57.6% | $82,448-5.7% |
| Participation rate | 85.4% | 70.8%+14.6pp | 77.3%+8.0pp | 68.1%+17.3pp |
| Annual return | 17.16% | 17.84%-0.7pp | 29.67%-12.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,631 | $3,256+11.5% | $5,055-28.2% | $2,551+42.3% |
| Participant deferral / active EE | $6,143 | $4,938+24.4% | $6,795-9.6% | $4,139+48.4% |
| Admin fee / account holder | $3,641 | $9,934-63.4% | $21,427-83.0% | $7,234-49.7% |