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 | $95,453-14.5% | $112,040-27.2% | $82,448-1.0% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.5%-6.5pp | 68.1%+1.9pp |
| Annual return | 30.92% | 23.92%+7.0pp | 24.52%+6.4pp | 41.64%-10.7pp |
| Employer contribution / active EE | $3,721 | $2,318+60.5% | $2,954+26.0% | $2,551+45.9% |
| Participant deferral / active EE | $8,744 | $4,224+107.0% | $5,098+71.5% | $4,139+111.2% |
| Admin fee / account holder | $10,941 | $9,013+21.4% | $12,098-9.6% | $7,234+51.2% |