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 | $73,745 | $87,013-15.2% | $106,213-30.6% | $80,856-8.8% |
| Participation rate | 96.0% | 70.4%+25.6pp | 75.3%+20.7pp | 67.6%+28.4pp |
| Annual return | 13.66% | 17.05%-3.4pp | 116.14%-102.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $5,038 | $2,395+110.3% | $3,171+58.8% | $2,755+82.9% |
| Participant deferral / active EE | $6,381 | $3,986+60.1% | $5,016+27.2% | $4,296+48.5% |
| Admin fee / account holder | $7,371 | $8,431-12.6% | $11,033-33.2% | $6,918+6.6% |