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 | $56,572 | $87,013-35.0% | $106,213-46.7% | $80,856-30.0% |
| Participation rate | 87.5% | 70.4%+17.1pp | 75.3%+12.2pp | 67.6%+19.9pp |
| Annual return | 12.23% | 17.05%-4.8pp | 116.14%-103.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,862 | $2,395+19.5% | $3,171-9.8% | $2,755+3.9% |
| Participant deferral / active EE | $5,595 | $3,986+40.4% | $5,016+11.6% | $4,296+30.3% |
| Admin fee / account holder | $3,325 | $8,431-60.6% | $11,033-69.9% | $6,918-51.9% |