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 | $48,327 | $102,245-52.7% | $89,340-45.9% | $137,256-64.8% |
| Participation rate | 91.7% | 74.9%+16.8pp | 69.6%+22.1pp | 80.0%+11.7pp |
| Annual return | 16.64% | 21.89%-5.2pp | 20.57%-3.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,900 | $2,529+14.7% | $2,231+30.0% | $4,156-30.2% |
| Participant deferral / active EE | $6,154 | $4,436+38.7% | $3,823+61.0% | $6,407-4.0% |
| Admin fee / account holder | $1,047 | $8,085-87.0% | $6,704-84.4% | $12,270-91.5% |