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 | $59,753 | $87,013-31.3% | $106,213-43.7% | $80,856-26.1% |
| Participation rate | 98.0% | 70.4%+27.5pp | 75.3%+22.7pp | 67.6%+30.3pp |
| Annual return | 17.94% | 17.05%+0.9pp | 116.14%-98.2pp | 35.59%-17.7pp |
| Employer contribution / active EE | $3,087 | $2,395+28.9% | $3,171-2.7% | $2,755+12.1% |
| Participant deferral / active EE | $6,033 | $3,986+51.4% | $5,016+20.3% | $4,296+40.4% |
| Admin fee / account holder | $5,455 | $8,431-35.3% | $11,033-50.6% | $6,918-21.1% |