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 | $56,801 | $74,927-24.2% | $101,794-44.2% | $84,808-33.0% |
| Participation rate | 92.3% | 61.4%+30.9pp | 69.2%+23.1pp | 68.3%+24.0pp |
| Annual return | 14.80% | 18.70%-3.9pp | 30.53%-15.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,033 | $1,522+165.0% | $2,289+76.2% | $2,631+53.3% |
| Participant deferral / active EE | $7,352 | $3,099+137.2% | $4,084+80.0% | $4,212+74.6% |
| Admin fee / account holder | $4,611 | $6,514-29.2% | $8,777-47.5% | $7,344-37.2% |