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 | $67,126 | $87,013-22.9% | $106,213-36.8% | $80,856-17.0% |
| Participation rate | 88.3% | 70.4%+17.9pp | 75.3%+13.1pp | 67.6%+20.7pp |
| Annual return | 14.26% | 17.05%-2.8pp | 116.14%-101.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,698 | $2,395+54.4% | $3,171+16.6% | $2,755+34.2% |
| Participant deferral / active EE | $3,750 | $3,986-5.9% | $5,016-25.2% | $4,296-12.7% |
| Admin fee / account holder | $1,671 | $8,431-80.2% | $11,033-84.9% | $6,918-75.8% |