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 | $81,838 | $76,552+6.9% | $123,892-33.9% | $62,891+30.1% |
| Participation rate | 94.1% | 73.0%+21.1pp | 81.4%+12.7pp | 69.3%+24.8pp |
| Annual return | 7.94% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $16,671 | $2,883+478.3% | $4,617+261.1% | $2,281+630.9% |
| Participant deferral / active EE | $9,650 | $4,840+99.4% | $5,984+61.3% | $3,203+201.3% |
| Admin fee / account holder | $10,485 | $4,826+117.3% | $8,357+25.5% | $4,296+144.1% |