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 | $81,588 | $95,803-14.8% | $113,168-27.9% | $84,808-3.8% |
| Participation rate | 70.0% | 72.9%-2.9pp | 76.6%-6.6pp | 68.3%+1.7pp |
| Annual return | 30.92% | 25.00%+5.9pp | 24.27%+6.7pp | 40.90%-10.0pp |
| Employer contribution / active EE | $3,721 | $2,360+57.7% | $2,975+25.1% | $2,631+41.4% |
| Participant deferral / active EE | $8,744 | $4,242+106.1% | $5,107+71.2% | $4,212+107.6% |
| Admin fee / account holder | $10,941 | $8,989+21.7% | $12,068-9.3% | $7,344+49.0% |