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 | $58,820 | $56,484+4.1% | $169,463-65.3% | $64,186-8.4% |
| Participation rate | 97.4% | 64.5%+32.9pp | 77.8%+19.7pp | 69.6%+27.9pp |
| Annual return | 11.79% | -1.55%+13.3pp | 1.83%+10.0pp | 7.63%+4.2pp |
| Employer contribution / active EE | $2,606 | $1,832+42.2% | $4,159-37.4% | $2,381+9.4% |
| Participant deferral / active EE | $3,879 | $3,448+12.5% | $5,277-26.5% | $3,470+11.8% |
| Admin fee / account holder | $416 | $4,174-90.0% | $9,109-95.4% | $4,888-91.5% |