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 | $60,074 | $94,625-36.5% | $116,228-48.3% | $84,808-29.2% |
| Participation rate | 89.0% | 70.4%+18.6pp | 74.6%+14.5pp | 68.3%+20.7pp |
| Annual return | 18.53% | 20.40%-1.9pp | 90.06%-71.5pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,802 | $2,347+19.4% | $2,994-6.4% | $2,631+6.5% |
| Participant deferral / active EE | $4,542 | $3,972+14.4% | $4,953-8.3% | $4,212+7.8% |
| Admin fee / account holder | $4,461 | $10,091-55.8% | $11,989-62.8% | $7,344-39.3% |