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 | $79,228 | $109,881-27.9% | $150,045-47.2% | $84,808-6.6% |
| Participation rate | 84.1% | 76.1%+8.0pp | 82.3%+1.8pp | 68.3%+15.8pp |
| Annual return | 21.91% | 28.25%-6.3pp | 62.55%-40.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $1,622 | $3,561-54.5% | $4,693-65.4% | $2,631-38.4% |
| Participant deferral / active EE | $7,894 | $6,636+19.0% | $7,997-1.3% | $4,212+87.4% |
| Admin fee / account holder | $3,877 | $8,568-54.8% | $13,435-71.1% | $7,344-47.2% |