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 | $70,262 | $109,413-35.8% | $156,263-55.0% | $84,808-17.2% |
| Participation rate | 91.9% | 72.7%+19.2pp | 78.9%+13.0pp | 68.3%+23.6pp |
| Annual return | 14.64% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $7,258 | $2,907+149.7% | $4,333+67.5% | $2,631+175.9% |
| Participant deferral / active EE | $6,319 | $4,590+37.7% | $6,158+2.6% | $4,212+50.0% |
| Admin fee / account holder | $4,043 | $9,357-56.8% | $14,255-71.6% | $7,344-44.9% |