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 | $84,542 | $153,772-45.0% | $133,980-36.9% | $273,961-69.1% |
| Participation rate | 87.0% | 88.4%-1.4pp | 87.1%-0.1pp | 83.0%+3.9pp |
| Annual return | 13.50% | 36.51%-23.0pp | 29.30%-15.8pp | 41.45%-28.0pp |
| Employer contribution / active EE | $8,698 | $6,029+44.3% | $5,211+66.9% | $4,869+78.6% |
| Participant deferral / active EE | $14,946 | $6,958+114.8% | $6,282+137.9% | $5,287+182.7% |
| Admin fee / account holder | $9,963 | $11,765-15.3% | $9,324+6.9% | $10,132-1.7% |