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 | $70,426 | $81,248-13.3% | $155,509-54.7% | $80,856-12.9% |
| Participation rate | 90.6% | 66.2%+24.3pp | 78.2%+12.4pp | 67.6%+22.9pp |
| Annual return | 11.37% | 33.31%-21.9pp | 64.67%-53.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $5,933 | $3,100+91.4% | $4,672+27.0% | $2,755+115.4% |
| Participant deferral / active EE | $5,067 | $3,452+46.8% | $5,626-9.9% | $4,296+18.0% |
| Admin fee / account holder | $6,587 | $7,997-17.6% | $15,912-58.6% | $6,918-4.8% |