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 | $57,317 | $78,422-26.9% | $95,952-40.3% | $79,858-28.2% |
| Participation rate | 77.8% | 73.5%+4.3pp | 77.1%+0.7pp | 69.6%+8.1pp |
| Annual return | 18.20% | 19.37%-1.2pp | 91.61%-73.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,457 | $1,945+26.3% | $2,541-3.3% | $2,471-0.6% |
| Participant deferral / active EE | $4,361 | $3,440+26.8% | $4,167+4.7% | $3,740+16.6% |
| Admin fee / account holder | $613 | $5,622-89.1% | $6,795-91.0% | $5,306-88.5% |