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 | $72,235 | $81,248-11.1% | $155,509-53.5% | $80,856-10.7% |
| Participation rate | 97.0% | 66.2%+30.7pp | 78.2%+18.8pp | 67.6%+29.3pp |
| Annual return | 13.55% | 33.31%-19.8pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $5,694 | $3,100+83.6% | $4,672+21.9% | $2,755+106.7% |
| Participant deferral / active EE | $6,176 | $3,452+78.9% | $5,626+9.8% | $4,296+43.8% |
| Admin fee / account holder | $1,018 | $7,997-87.3% | $15,912-93.6% | $6,918-85.3% |