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 | $70,311 | $77,899-9.7% | $149,673-53.0% | $75,163-6.5% |
| Participation rate | 88.0% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.8pp |
| Annual return | 18.45% | 31.72%-13.3pp | 134.42%-116.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $6,133 | $3,137+95.5% | $4,818+27.3% | $2,670+129.7% |
| Participant deferral / active EE | $1,641 | $3,411-51.9% | $5,680-71.1% | $4,125-60.2% |
| Admin fee / account holder | $7,627 | $5,956+28.1% | $13,210-42.3% | $5,651+35.0% |