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 | $51,862 | $93,571-44.6% | $135,903-61.8% | $75,163-31.0% |
| Participation rate | 86.3% | 75.2%+11.1pp | 81.9%+4.4pp | 67.2%+19.1pp |
| Annual return | 20.45% | 30.90%-10.5pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $3,977 | $3,537+12.5% | $4,856-18.1% | $2,670+49.0% |
| Participant deferral / active EE | $10,455 | $6,404+63.2% | $7,758+34.8% | $4,125+153.4% |
| Admin fee / account holder | $2,585 | $6,975-62.9% | $10,762-76.0% | $5,651-54.3% |