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 | $65,441 | $109,413-40.2% | $156,263-58.1% | $84,808-22.8% |
| Participation rate | 92.3% | 72.7%+19.6pp | 78.9%+13.4pp | 68.3%+24.0pp |
| Annual return | 16.02% | 20.18%-4.2pp | 59.47%-43.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,048 | $2,907+39.3% | $4,333-6.6% | $2,631+53.9% |
| Participant deferral / active EE | $12,339 | $4,590+168.8% | $6,158+100.4% | $4,212+193.0% |
| Admin fee / account holder | $10,083 | $9,357+7.8% | $14,255-29.3% | $7,344+37.3% |