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 | $68,276 | $88,707-23.0% | $74,183-8.0% | $273,961-75.1% |
| Participation rate | 89.5% | 79.4%+10.0pp | 76.6%+12.9pp | 83.0%+6.5pp |
| Annual return | 17.08% | 11.94%+5.1pp | 17.74%-0.7pp | 41.45%-24.4pp |
| Employer contribution / active EE | $1,721 | $3,159-45.5% | $2,370-27.4% | $4,869-64.7% |
| Participant deferral / active EE | $7,692 | $4,212+82.6% | $3,550+116.7% | $5,287+45.5% |
| Admin fee / account holder | $3,607 | $8,717-58.6% | $5,586-35.4% | $10,132-64.4% |