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 | $58,476 | $82,882-29.4% | $127,761-54.2% | $72,985-19.9% |
| Participation rate | 83.5% | 71.5%+12.0pp | 79.0%+4.5pp | 69.5%+14.0pp |
| Annual return | 25.76% | 32.20%-6.4pp | 26.14%-0.4pp | 81.00%-55.2pp |
| Employer contribution / active EE | $6,548 | $3,346+95.7% | $4,574+43.2% | $2,440+168.4% |
| Participant deferral / active EE | $9,986 | $4,791+108.4% | $6,021+65.8% | $3,607+176.8% |
| Admin fee / account holder | $8,470 | $6,487+30.6% | $9,395-9.8% | $5,124+65.3% |