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 | $70,281 | $106,749-34.2% | $145,433-51.7% | $82,448-14.8% |
| Participation rate | 96.2% | 75.6%+20.5pp | 82.1%+14.0pp | 68.1%+28.1pp |
| Annual return | 22.17% | 27.59%-5.4pp | 66.58%-44.4pp | 41.64%-19.5pp |
| Employer contribution / active EE | $2,067 | $3,444-40.0% | $4,554-54.6% | $2,551-19.0% |
| Participant deferral / active EE | $5,860 | $6,519-10.1% | $7,897-25.8% | $4,139+41.6% |
| Admin fee / account holder | $1,006 | $8,390-88.0% | $13,129-92.3% | $7,234-86.1% |