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 | $62,506 | $95,803-34.8% | $113,168-44.8% | $84,808-26.3% |
| Participation rate | 81.5% | 72.9%+8.6pp | 76.6%+4.9pp | 68.3%+13.2pp |
| Annual return | 19.94% | 25.00%-5.1pp | 24.27%-4.3pp | 40.90%-21.0pp |
| Employer contribution / active EE | $3,503 | $2,360+48.4% | $2,975+17.7% | $2,631+33.1% |
| Participant deferral / active EE | $6,507 | $4,242+53.4% | $5,107+27.4% | $4,212+54.5% |
| Admin fee / account holder | $10,960 | $8,989+21.9% | $12,068-9.2% | $7,344+49.2% |