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 | $78,935 | $95,803-17.6% | $113,168-30.2% | $84,808-6.9% |
| Participation rate | 78.1% | 72.9%+5.3pp | 76.6%+1.6pp | 68.3%+9.8pp |
| Annual return | 19.22% | 25.00%-5.8pp | 24.27%-5.0pp | 40.90%-21.7pp |
| Employer contribution / active EE | $9,248 | $2,360+291.9% | $2,975+210.9% | $2,631+251.5% |
| Participant deferral / active EE | $4,826 | $4,242+13.8% | $5,107-5.5% | $4,212+14.6% |
| Admin fee / account holder | $654 | $8,989-92.7% | $12,068-94.6% | $7,344-91.1% |