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 8-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 | $66,243 | $81,460-18.7% | $103,333-35.9% | $80,856-18.1% |
| Participation rate | 90.0% | 66.8%+23.2pp | 74.5%+15.5pp | 67.6%+22.4pp |
| Annual return | 21.85% | 25.55%-3.7pp | 24.88%-3.0pp | 35.59%-13.7pp |
| Employer contribution / active EE | $1,561 | $3,105-49.7% | $3,868-59.7% | $2,755-43.3% |
| Participant deferral / active EE | $4,573 | $3,869+18.2% | $5,057-9.6% | $4,296+6.4% |
| Admin fee / account holder | $5,845 | $6,566-11.0% | $8,355-30.0% | $6,918-15.5% |