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 | $81,132 | $81,248-0.1% | $155,509-47.8% | $80,856+0.3% |
| Participation rate | 93.8% | 66.2%+27.5pp | 78.2%+15.6pp | 67.6%+26.1pp |
| Annual return | 14.93% | 33.31%-18.4pp | 64.67%-49.7pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,217 | $3,100+3.8% | $4,672-31.2% | $2,755+16.8% |
| Participant deferral / active EE | $6,475 | $3,452+87.6% | $5,626+15.1% | $4,296+50.7% |
| Admin fee / account holder | $5,733 | $7,997-28.3% | $15,912-64.0% | $6,918-17.1% |