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 | $74,826 | $88,672-15.6% | $105,223-28.9% | $82,448-9.2% |
| Participation rate | 98.0% | 67.9%+30.1pp | 75.0%+23.0pp | 68.1%+30.0pp |
| Annual return | 18.63% | 30.86%-12.2pp | 180.65%-162.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $4,344 | $3,048+42.5% | $3,689+17.8% | $2,551+70.3% |
| Participant deferral / active EE | $6,852 | $4,036+69.8% | $5,072+35.1% | $4,139+65.5% |
| Admin fee / account holder | $7,112 | $7,146-0.5% | $8,859-19.7% | $7,234-1.7% |