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 | $76,505 | $95,803-20.1% | $113,168-32.4% | $84,808-9.8% |
| Participation rate | 96.4% | 72.9%+23.6pp | 76.6%+19.9pp | 68.3%+28.1pp |
| Annual return | 17.65% | 25.00%-7.4pp | 24.27%-6.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,600 | $2,360+52.6% | $2,975+21.0% | $2,631+36.8% |
| Participant deferral / active EE | $7,150 | $4,242+68.6% | $5,107+40.0% | $4,212+69.8% |
| Admin fee / account holder | $2,679 | $8,989-70.2% | $12,068-77.8% | $7,344-63.5% |