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 | $79,726 | $153,772-48.2% | $133,980-40.5% | $273,961-70.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.56% | 36.51%-27.0pp | 29.30%-19.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $4,413 | $6,029-26.8% | $5,211-15.3% | $4,869-9.4% |
| Participant deferral / active EE | $9,955 | $6,958+43.1% | $6,282+58.5% | $5,287+88.3% |
| Admin fee / account holder | $781 | $11,765-93.4% | $9,324-91.6% | $10,132-92.3% |