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 | $69,389 | $81,248-14.6% | $155,509-55.4% | $80,856-14.2% |
| Participation rate | 88.6% | 66.2%+22.3pp | 78.2%+10.4pp | 67.6%+20.9pp |
| Annual return | 12.56% | 33.31%-20.8pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,451 | $3,100-20.9% | $4,672-47.5% | $2,755-11.0% |
| Participant deferral / active EE | $3,245 | $3,452-6.0% | $5,626-42.3% | $4,296-24.5% |
| Admin fee / account holder | $3,372 | $7,997-57.8% | $15,912-78.8% | $6,918-51.3% |