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 | $69,085 | $74,927-7.8% | $101,794-32.1% | $84,808-18.5% |
| Participation rate | 86.3% | 61.4%+24.9pp | 69.2%+17.1pp | 68.3%+18.0pp |
| Annual return | 19.55% | 18.70%+0.8pp | 30.53%-11.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,012 | $1,522-33.5% | $2,289-55.8% | $2,631-61.5% |
| Participant deferral / active EE | $4,975 | $3,099+60.5% | $4,084+21.8% | $4,212+18.1% |
| Admin fee / account holder | $3,406 | $6,514-47.7% | $8,777-61.2% | $7,344-53.6% |