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 | $76,348 | $86,929-12.2% | $102,423-25.5% | $80,856-5.6% |
| Participation rate | 93.2% | 72.4%+20.8pp | 76.5%+16.7pp | 67.6%+25.5pp |
| Annual return | 11.12% | 18.88%-7.8pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,158 | $2,369-51.1% | $3,023-61.7% | $2,755-57.9% |
| Participant deferral / active EE | $7,259 | $4,118+76.3% | $5,053+43.7% | $4,296+69.0% |
| Admin fee / account holder | $5,315 | $8,049-34.0% | $9,451-43.8% | $6,918-23.2% |