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 | $54,047 | $72,277-25.2% | $101,248-46.6% | $79,858-32.3% |
| Participation rate | 95.5% | 68.5%+27.1pp | 75.8%+19.7pp | 69.6%+25.9pp |
| Annual return | 16.50% | 22.30%-5.8pp | 46.47%-30.0pp | 31.71%-15.2pp |
| Employer contribution / active EE | $4,019 | $2,692+49.3% | $3,660+9.8% | $2,471+62.7% |
| Participant deferral / active EE | $4,443 | $3,282+35.4% | $4,370+1.7% | $3,740+18.8% |
| Admin fee / account holder | $1,187 | $4,400-73.0% | $5,945-80.0% | $5,306-77.6% |