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 | $71,799 | $99,985-28.2% | $146,665-51.0% | $85,850-16.4% |
| Participation rate | 81.6% | 73.1%+8.5pp | 80.1%+1.5pp | 69.3%+12.3pp |
| Annual return | 17.60% | 18.93%-1.3pp | 22.74%-5.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $3,399 | $2,559+32.9% | $4,136-17.8% | $2,565+32.5% |
| Participant deferral / active EE | $7,651 | $4,006+91.0% | $5,506+39.0% | $3,952+93.6% |
| Admin fee / account holder | $6,951 | $7,702-9.8% | $10,280-32.4% | $6,260+11.0% |