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 | $72,757 | $81,446-10.7% | $103,374-29.6% | $80,874-10.0% |
| Participation rate | 91.2% | 66.9%+24.3pp | 74.5%+16.7pp | 67.6%+23.5pp |
| Annual return | 13.86% | 25.57%-11.7pp | 24.89%-11.0pp | 35.62%-21.8pp |
| Employer contribution / active EE | $6,597 | $3,107+112.3% | $3,869+70.5% | $2,756+139.4% |
| Participant deferral / active EE | $4,253 | $3,870+9.9% | $5,058-15.9% | $4,297-1.0% |
| Admin fee / account holder | $536 | $6,715-92.0% | $8,394-93.6% | $6,935-92.3% |