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 | $64,125 | $70,475-9.0% | $100,516-36.2% | $79,858-19.7% |
| Participation rate | 93.1% | 73.7%+19.4pp | 79.4%+13.7pp | 69.6%+23.5pp |
| Annual return | 15.61% | 21.90%-6.3pp | 30.89%-15.3pp | 31.71%-16.1pp |
| Employer contribution / active EE | $3,156 | $2,165+45.8% | $3,418-7.6% | $2,471+27.8% |
| Participant deferral / active EE | $4,525 | $5,181-12.7% | $6,270-27.8% | $3,740+21.0% |
| Admin fee / account holder | $2,873 | $4,478-35.9% | $8,081-64.5% | $5,306-45.9% |