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 | $95,803-17.1% | $113,168-29.8% | $84,808-6.4% |
| Participation rate | 85.3% | 72.9%+12.4pp | 76.6%+8.7pp | 68.3%+17.0pp |
| Annual return | 27.65% | 25.00%+2.6pp | 24.27%+3.4pp | 40.90%-13.2pp |
| Employer contribution / active EE | $4,366 | $2,360+85.0% | $2,975+46.8% | $2,631+66.0% |
| Participant deferral / active EE | $6,600 | $4,242+55.6% | $5,107+29.2% | $4,212+56.7% |
| Admin fee / account holder | $18,985 | $8,989+111.2% | $12,068+57.3% | $7,344+158.5% |