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 | $68,130 | $83,477-18.4% | $125,175-45.6% | $72,985-6.7% |
| Participation rate | 92.5% | 73.3%+19.2pp | 79.8%+12.7pp | 69.5%+23.0pp |
| Annual return | 16.39% | 25.78%-9.4pp | 43.79%-27.4pp | 81.00%-64.6pp |
| Employer contribution / active EE | $3,807 | $2,345+62.3% | $3,865-1.5% | $2,440+56.0% |
| Participant deferral / active EE | $3,521 | $3,585-1.8% | $4,937-28.7% | $3,607-2.4% |
| Admin fee / account holder | $8,198 | $5,517+48.6% | $9,702-15.5% | $5,124+60.0% |