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 | $66,827 | $81,248-17.8% | $155,509-57.0% | $80,856-17.4% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 11.82% | 33.31%-21.5pp | 64.67%-52.8pp | 35.59%-23.8pp |
| Employer contribution / active EE | $6,280 | $3,100+102.5% | $4,672+34.4% | $2,755+127.9% |
| Participant deferral / active EE | $7,910 | $3,452+129.2% | $5,626+40.6% | $4,296+84.1% |
| Admin fee / account holder | $4,973 | $7,997-37.8% | $15,912-68.7% | $6,918-28.1% |