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 | $64,747 | $76,552-15.4% | $123,892-47.7% | $62,891+3.0% |
| Participation rate | 83.3% | 73.0%+10.4pp | 81.4%+1.9pp | 69.3%+14.0pp |
| Annual return | 12.35% | 18.68%-6.3pp | 47.52%-35.2pp | 20.14%-7.8pp |
| Employer contribution / active EE | $4,058 | $2,883+40.8% | $4,617-12.1% | $2,281+77.9% |
| Participant deferral / active EE | $7,644 | $4,840+57.9% | $5,984+27.7% | $3,203+138.6% |
| Admin fee / account holder | $8,101 | $4,826+67.9% | $8,357-3.1% | $4,296+88.6% |