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 | $71,526 | $127,065-43.7% | $113,168-36.8% | $142,382-49.8% |
| Participation rate | 95.0% | 79.2%+15.8pp | 76.6%+18.4pp | 80.1%+14.9pp |
| Annual return | 16.50% | 24.03%-7.5pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $5,035 | $3,442+46.3% | $2,975+69.2% | $4,299+17.1% |
| Participant deferral / active EE | $18,441 | $5,716+222.6% | $5,107+261.1% | $6,507+183.4% |
| Admin fee / account holder | $3,747 | $15,736-76.2% | $12,068-69.0% | $12,624-70.3% |