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 | $56,816 | $88,672-35.9% | $105,223-46.0% | $82,448-31.1% |
| Participation rate | 83.6% | 67.9%+15.6pp | 75.0%+8.5pp | 68.1%+15.5pp |
| Annual return | 20.98% | 30.86%-9.9pp | 180.65%-159.7pp | 41.64%-20.7pp |
| Employer contribution / active EE | $3,702 | $3,048+21.4% | $3,689+0.4% | $2,551+45.1% |
| Participant deferral / active EE | $7,402 | $4,036+83.4% | $5,072+46.0% | $4,139+78.8% |
| Admin fee / account holder | $9,719 | $7,146+36.0% | $8,859+9.7% | $7,234+34.3% |