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 | $61,377 | $80,968-24.2% | $96,544-36.4% | $75,163-18.3% |
| Participation rate | 91.4% | 71.8%+19.7pp | 76.0%+15.5pp | 67.2%+24.2pp |
| Annual return | 18.72% | 27.06%-8.3pp | 25.84%-7.1pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,268 | $2,282-0.6% | $2,965-23.5% | $2,670-15.1% |
| Participant deferral / active EE | $6,427 | $3,928+63.6% | $4,851+32.5% | $4,125+55.8% |
| Admin fee / account holder | $2,468 | $6,724-63.3% | $8,252-70.1% | $5,651-56.3% |