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 | $78,213 | $148,978-47.5% | $200,582-61.0% | $84,808-7.8% |
| Participation rate | 97.7% | 84.2%+13.4pp | 86.9%+10.8pp | 68.3%+29.4pp |
| Annual return | 16.15% | 28.16%-12.0pp | 42.33%-26.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,759 | $4,815-42.7% | $6,419-57.0% | $2,631+4.9% |
| Participant deferral / active EE | $6,156 | $7,142-13.8% | $9,331-34.0% | $4,212+46.2% |
| Admin fee / account holder | $2,844 | $13,977-79.7% | $16,305-82.6% | $7,344-61.3% |