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 | $61,500 | $125,758-51.1% | $169,993-63.8% | $75,163-18.2% |
| Participation rate | 94.4% | 83.6%+10.9pp | 87.0%+7.4pp | 67.2%+27.3pp |
| Annual return | 22.01% | 27.20%-5.2pp | 53.37%-31.4pp | 160.62%-138.6pp |
| Employer contribution / active EE | $6,062 | $4,615+31.4% | $6,785-10.7% | $2,670+127.1% |
| Participant deferral / active EE | $5,377 | $6,837-21.4% | $10,408-48.3% | $4,125+30.4% |
| Admin fee / account holder | $7,517 | $8,173-8.0% | $12,815-41.3% | $5,651+33.0% |