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 | $61,759 | $106,515-42.0% | $96,683-36.1% | $139,434-55.7% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 14.18% | 38.43%-24.2pp | 35.69%-21.5pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,977 | $4,103-27.4% | $3,737-20.3% | $4,751-37.3% |
| Participant deferral / active EE | $7,453 | $5,454+36.7% | $4,878+52.8% | $6,710+11.1% |
| Admin fee / account holder | $852 | $7,877-89.2% | $6,730-87.3% | $11,403-92.5% |