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 | $72,042 | $78,422-8.1% | $95,952-24.9% | $79,858-9.8% |
| Participation rate | 89.3% | 73.5%+15.8pp | 77.1%+12.2pp | 69.6%+19.7pp |
| Annual return | 12.64% | 19.37%-6.7pp | 91.61%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,697 | $1,945-12.8% | $2,541-33.2% | $2,471-31.3% |
| Participant deferral / active EE | $4,013 | $3,440+16.7% | $4,167-3.7% | $3,740+7.3% |
| Admin fee / account holder | $7,310 | $5,622+30.0% | $6,795+7.6% | $5,306+37.8% |