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 | $63,113 | $93,571-32.6% | $135,903-53.6% | $75,163-16.0% |
| Participation rate | 82.9% | 75.2%+7.7pp | 81.9%+1.0pp | 67.2%+15.7pp |
| Annual return | 18.95% | 30.90%-12.0pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $4,685 | $3,537+32.5% | $4,856-3.5% | $2,670+75.5% |
| Participant deferral / active EE | $9,397 | $6,404+46.7% | $7,758+21.1% | $4,125+127.8% |
| Admin fee / account holder | $7,025 | $6,975+0.7% | $10,762-34.7% | $5,651+24.3% |