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 | $72,698 | $153,311-52.6% | $109,313-33.5% | $273,961-73.5% |
| Participation rate | 87.5% | 80.1%+7.4pp | 71.3%+16.2pp | 83.0%+4.5pp |
| Annual return | 8.47% | 29.86%-21.4pp | 22.07%-13.6pp | 41.45%-33.0pp |
| Employer contribution / active EE | $6,183 | $5,619+10.0% | $3,892+58.9% | $4,869+27.0% |
| Participant deferral / active EE | $7,149 | $3,932+81.8% | $3,166+125.8% | $5,287+35.2% |
| Admin fee / account holder | $8,660 | $8,076+7.2% | $5,666+52.8% | $10,132-14.5% |