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 | $87,038 | $138,385-37.1% | $184,200-52.7% | $80,874+7.6% |
| Participation rate | 70.6% | 83.9%-13.3pp | 86.8%-16.2pp | 67.6%+2.9pp |
| Annual return | 19.78% | 20.02%-0.2pp | 28.80%-9.0pp | 35.62%-15.8pp |
| Employer contribution / active EE | $4,697 | $4,849-3.2% | $6,424-26.9% | $2,756+70.4% |
| Participant deferral / active EE | $13,515 | $7,073+91.1% | $9,132+48.0% | $4,297+214.5% |
| Admin fee / account holder | $9,476 | $10,483-9.6% | $13,907-31.9% | $6,935+36.6% |