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 | $52,590 | $74,927-29.8% | $101,794-48.3% | $84,808-38.0% |
| Participation rate | 97.4% | 61.4%+36.0pp | 69.2%+28.3pp | 68.3%+29.1pp |
| Annual return | 15.92% | 18.70%-2.8pp | 30.53%-14.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $4,482 | $1,522+194.5% | $2,289+95.8% | $2,631+70.4% |
| Participant deferral / active EE | $6,652 | $3,099+114.6% | $4,084+62.9% | $4,212+57.9% |
| Admin fee / account holder | $910 | $6,514-86.0% | $8,777-89.6% | $7,344-87.6% |