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 | $47,208 | $76,552-38.3% | $123,892-61.9% | $62,891-24.9% |
| Participation rate | 97.2% | 73.0%+24.2pp | 81.4%+15.8pp | 69.3%+27.9pp |
| Annual return | 10.18% | 18.68%-8.5pp | 47.52%-37.3pp | 20.14%-10.0pp |
| Employer contribution / active EE | $5,423 | $2,883+88.1% | $4,617+17.5% | $2,281+137.7% |
| Participant deferral / active EE | $4,874 | $4,840+0.7% | $5,984-18.6% | $3,203+52.2% |
| Admin fee / account holder | $4,649 | $4,826-3.7% | $8,357-44.4% | $4,296+8.2% |