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 | $79,411 | $95,453-16.8% | $112,040-29.1% | $82,448-3.7% |
| Participation rate | 85.3% | 72.8%+12.5pp | 76.5%+8.8pp | 68.1%+17.2pp |
| Annual return | 27.65% | 23.92%+3.7pp | 24.52%+3.1pp | 41.64%-14.0pp |
| Employer contribution / active EE | $4,366 | $2,318+88.4% | $2,954+47.8% | $2,551+71.2% |
| Participant deferral / active EE | $6,600 | $4,224+56.3% | $5,098+29.5% | $4,139+59.4% |
| Admin fee / account holder | $18,985 | $9,013+110.6% | $12,098+56.9% | $7,234+162.4% |