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 | $81,446-10.4% | $103,374-29.4% | $80,874-9.7% |
| Participation rate | 89.3% | 66.9%+22.4pp | 74.5%+14.8pp | 67.6%+21.6pp |
| Annual return | 10.96% | 25.57%-14.6pp | 24.89%-13.9pp | 35.62%-24.7pp |
| Employer contribution / active EE | $1,260 | $3,107-59.5% | $3,869-67.4% | $2,756-54.3% |
| Participant deferral / active EE | $12,674 | $3,870+227.5% | $5,058+150.6% | $4,297+195.0% |
| Admin fee / account holder | $8,592 | $6,715+28.0% | $8,394+2.4% | $6,935+23.9% |