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 | $74,527 | $110,257-32.4% | $96,544-22.8% | $139,434-46.6% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 14.90% | 26.32%-11.4pp | 25.84%-10.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $3,042 | $3,620-15.9% | $2,965+2.6% | $4,751-36.0% |
| Participant deferral / active EE | $7,877 | $5,548+42.0% | $4,851+62.4% | $6,710+17.4% |
| Admin fee / account holder | $2,784 | $11,591-76.0% | $8,252-66.3% | $11,403-75.6% |