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 | $68,241 | $95,803-28.8% | $113,168-39.7% | $84,808-19.5% |
| Participation rate | 89.2% | 72.9%+16.4pp | 76.6%+12.7pp | 68.3%+20.9pp |
| Annual return | 17.05% | 25.00%-8.0pp | 24.27%-7.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $4,237 | $2,360+79.5% | $2,975+42.4% | $2,631+61.0% |
| Participant deferral / active EE | $9,864 | $4,242+132.5% | $5,107+93.1% | $4,212+134.2% |
| Admin fee / account holder | $8,426 | $8,989-6.3% | $12,068-30.2% | $7,344+14.7% |