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 | $82,838 | $109,881-24.6% | $150,045-44.8% | $84,808-2.3% |
| Participation rate | 70.0% | 76.1%-6.1pp | 82.3%-12.3pp | 68.3%+1.7pp |
| Annual return | 20.63% | 28.25%-7.6pp | 62.55%-41.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $6,890 | $3,561+93.5% | $4,693+46.8% | $2,631+161.9% |
| Participant deferral / active EE | $10,315 | $6,636+55.4% | $7,997+29.0% | $4,212+144.9% |
| Admin fee / account holder | $5,685 | $8,568-33.6% | $13,435-57.7% | $7,344-22.6% |