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 | $82,014 | $95,803-14.4% | $113,168-27.5% | $84,808-3.3% |
| Participation rate | 90.0% | 72.9%+17.1pp | 76.6%+13.4pp | 68.3%+21.7pp |
| Annual return | 18.85% | 25.00%-6.2pp | 24.27%-5.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,330 | $2,360-43.7% | $2,975-55.3% | $2,631-49.5% |
| Participant deferral / active EE | $5,047 | $4,242+19.0% | $5,107-1.2% | $4,212+19.8% |
| Admin fee / account holder | $1,126 | $8,989-87.5% | $12,068-90.7% | $7,344-84.7% |