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 | $84,990 | $138,347-38.6% | $184,203-53.9% | $80,856+5.1% |
| Participation rate | 75.4% | 83.9%-8.5pp | 86.8%-11.4pp | 67.6%+7.7pp |
| Annual return | 19.78% | 20.02%-0.2pp | 28.81%-9.0pp | 35.59%-15.8pp |
| Employer contribution / active EE | $7,917 | $4,850+63.2% | $6,427+23.2% | $2,755+187.4% |
| Participant deferral / active EE | $11,234 | $7,071+58.9% | $9,131+23.0% | $4,296+161.5% |
| Admin fee / account holder | $4,873 | $10,483-53.5% | $13,901-64.9% | $6,918-29.6% |