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 | $77,312 | $86,929-11.1% | $102,423-24.5% | $80,856-4.4% |
| Participation rate | 98.0% | 72.4%+25.6pp | 76.5%+21.5pp | 67.6%+30.3pp |
| Annual return | 12.43% | 18.88%-6.5pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $5,620 | $2,369+137.2% | $3,023+85.9% | $2,755+104.0% |
| Participant deferral / active EE | $5,803 | $4,118+40.9% | $5,053+14.8% | $4,296+35.1% |
| Admin fee / account holder | $13,156 | $8,049+63.4% | $9,451+39.2% | $6,918+90.2% |