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 | $62,743 | $90,503-30.7% | $78,689-20.3% | $273,961-77.1% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 9.48% | 75.60%-66.1pp | 62.18%-52.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $5,273 | $3,176+66.0% | $2,851+85.0% | $4,869+8.3% |
| Participant deferral / active EE | $6,072 | $3,901+55.6% | $3,517+72.6% | $5,287+14.8% |
| Admin fee / account holder | $8,931 | $5,263+69.7% | $4,510+98.0% | $10,132-11.9% |