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 | $124,425-42.5% | $112,040-36.2% | $137,256-47.9% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.5%+18.5pp | 80.0%+15.0pp |
| Annual return | 16.50% | 24.72%-8.2pp | 24.52%-8.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $5,035 | $3,411+47.6% | $2,954+70.4% | $4,156+21.1% |
| Participant deferral / active EE | $18,441 | $5,718+222.5% | $5,098+261.8% | $6,407+187.8% |
| Admin fee / account holder | $3,747 | $15,207-75.4% | $12,098-69.0% | $12,270-69.5% |