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 | $74,911 | $80,968-7.5% | $96,544-22.4% | $75,163-0.3% |
| Participation rate | 89.3% | 71.8%+17.5pp | 76.0%+13.3pp | 67.2%+22.1pp |
| Annual return | 16.86% | 27.06%-10.2pp | 25.84%-9.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,479 | $2,282-35.2% | $2,965-50.1% | $2,670-44.6% |
| Participant deferral / active EE | $4,565 | $3,928+16.2% | $4,851-5.9% | $4,125+10.7% |
| Admin fee / account holder | $2,743 | $6,724-59.2% | $8,252-66.8% | $5,651-51.5% |