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 | $71,024 | $95,803-25.9% | $113,168-37.2% | $84,808-16.3% |
| Participation rate | 98.6% | 72.9%+25.8pp | 76.6%+22.1pp | 68.3%+30.3pp |
| Annual return | 14.78% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,914 | $2,360+108.2% | $2,975+65.2% | $2,631+86.8% |
| Participant deferral / active EE | $4,079 | $4,242-3.9% | $5,107-20.1% | $4,212-3.2% |
| Admin fee / account holder | $3,158 | $8,989-64.9% | $12,068-73.8% | $7,344-57.0% |