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 | $69,804 | $80,717-13.5% | $154,803-54.9% | $84,808-17.7% |
| Participation rate | 77.3% | 66.8%+10.5pp | 78.1%-0.8pp | 68.3%+9.0pp |
| Annual return | 21.57% | 37.96%-16.4pp | 58.88%-37.3pp | 40.90%-19.3pp |
| Employer contribution / active EE | $6,119 | $2,761+121.6% | $4,305+42.1% | $2,631+132.6% |
| Participant deferral / active EE | $11,164 | $3,303+238.0% | $5,540+101.5% | $4,212+165.1% |
| Admin fee / account holder | $7,010 | $6,746+3.9% | $14,329-51.1% | $7,344-4.5% |