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 | $75,079 | $95,803-21.6% | $113,168-33.7% | $84,808-11.5% |
| Participation rate | 77.8% | 72.9%+4.9pp | 76.6%+1.2pp | 68.3%+9.5pp |
| Annual return | 16.97% | 25.00%-8.0pp | 24.27%-7.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,873 | $2,360+64.1% | $2,975+30.2% | $2,631+47.2% |
| Participant deferral / active EE | $8,755 | $4,242+106.4% | $5,107+71.4% | $4,212+107.9% |
| Admin fee / account holder | $829 | $8,989-90.8% | $12,068-93.1% | $7,344-88.7% |