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 | $73,011 | $81,460-10.4% | $103,333-29.3% | $80,856-9.7% |
| Participation rate | 89.3% | 66.8%+22.4pp | 74.5%+14.8pp | 67.6%+21.6pp |
| Annual return | 10.96% | 25.55%-14.6pp | 24.88%-13.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,260 | $3,105-59.4% | $3,868-67.4% | $2,755-54.3% |
| Participant deferral / active EE | $12,674 | $3,869+227.6% | $5,057+150.6% | $4,296+195.0% |
| Admin fee / account holder | $8,592 | $6,566+30.8% | $8,355+2.8% | $6,918+24.2% |