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 | $80,315 | $109,413-26.6% | $156,263-48.6% | $84,808-5.3% |
| Participation rate | 86.7% | 72.7%+14.0pp | 78.9%+7.8pp | 68.3%+18.4pp |
| Annual return | 16.90% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,395 | $2,907-17.6% | $4,333-44.7% | $2,631-9.0% |
| Participant deferral / active EE | $7,486 | $4,590+63.1% | $6,158+21.6% | $4,212+77.7% |
| Admin fee / account holder | $6,867 | $9,357-26.6% | $14,255-51.8% | $7,344-6.5% |