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 | $74,964 | $76,552-2.1% | $123,892-39.5% | $62,891+19.2% |
| Participation rate | 88.5% | 73.0%+15.5pp | 81.4%+7.0pp | 69.3%+19.2pp |
| Annual return | 13.62% | 18.68%-5.1pp | 47.52%-33.9pp | 20.14%-6.5pp |
| Employer contribution / active EE | $8,624 | $2,883+199.2% | $4,617+86.8% | $2,281+278.1% |
| Participant deferral / active EE | $12,815 | $4,840+164.8% | $5,984+114.2% | $3,203+300.1% |
| Admin fee / account holder | $8,484 | $4,826+75.8% | $8,357+1.5% | $4,296+97.5% |