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 | $81,574 | $95,453-14.5% | $112,040-27.2% | $82,448-1.1% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.5%+3.5pp | 68.1%+11.9pp |
| Annual return | 24.85% | 23.92%+0.9pp | 24.52%+0.3pp | 41.64%-16.8pp |
| Employer contribution / active EE | $1,146 | $2,318-50.6% | $2,954-61.2% | $2,551-55.1% |
| Participant deferral / active EE | $4,709 | $4,224+11.5% | $5,098-7.6% | $4,139+13.8% |
| Admin fee / account holder | $14,092 | $9,013+56.3% | $12,098+16.5% | $7,234+94.8% |