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 | $55,589 | $76,367-27.2% | $93,606-40.6% | $72,985-23.8% |
| Participation rate | 93.5% | 71.7%+21.8pp | 75.8%+17.7pp | 69.5%+24.0pp |
| Annual return | 25.12% | 25.82%-0.7pp | 32.76%-7.6pp | 81.00%-55.9pp |
| Employer contribution / active EE | $3,859 | $2,275+69.6% | $2,718+42.0% | $2,440+58.1% |
| Participant deferral / active EE | $4,231 | $3,538+19.6% | $4,069+4.0% | $3,607+17.3% |
| Admin fee / account holder | $3,254 | $6,838-52.4% | $7,888-58.7% | $5,124-36.5% |