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 | $95,453-28.5% | $112,040-39.1% | $82,448-17.2% |
| Participation rate | 89.2% | 72.8%+16.5pp | 76.5%+12.7pp | 68.1%+21.2pp |
| Annual return | 17.05% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $4,237 | $2,318+82.8% | $2,954+43.4% | $2,551+66.1% |
| Participant deferral / active EE | $9,864 | $4,224+133.5% | $5,098+93.5% | $4,139+138.3% |
| Admin fee / account holder | $8,426 | $9,013-6.5% | $12,098-30.4% | $7,234+16.5% |