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 | $67,965 | $80,717-15.8% | $154,803-56.1% | $84,808-19.9% |
| Participation rate | 96.2% | 66.8%+29.3pp | 78.1%+18.1pp | 68.3%+27.8pp |
| Annual return | 19.84% | 37.96%-18.1pp | 58.88%-39.0pp | 40.90%-21.1pp |
| Employer contribution / active EE | $6,800 | $2,761+146.2% | $4,305+57.9% | $2,631+158.4% |
| Participant deferral / active EE | $14,251 | $3,303+331.4% | $5,540+157.2% | $4,212+238.4% |
| Admin fee / account holder | $15,682 | $6,746+132.5% | $14,329+9.4% | $7,344+113.5% |