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 | $76,604 | $106,749-28.2% | $145,433-47.3% | $82,448-7.1% |
| Participation rate | 79.1% | 75.6%+3.4pp | 82.1%-3.0pp | 68.1%+11.0pp |
| Annual return | 15.87% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,109 | $3,444-38.8% | $4,554-53.7% | $2,551-17.3% |
| Participant deferral / active EE | $5,382 | $6,519-17.4% | $7,897-31.8% | $4,139+30.0% |
| Admin fee / account holder | $11,872 | $8,390+41.5% | $13,129-9.6% | $7,234+64.1% |