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 | $67,855 | $87,870-22.8% | $113,168-40.0% | $74,304-8.7% |
| Participation rate | 92.7% | 70.7%+21.9pp | 76.6%+16.1pp | 60.3%+32.3pp |
| Annual return | 19.33% | 26.44%-7.1pp | 24.27%-4.9pp | 29.43%-10.1pp |
| Employer contribution / active EE | $2,065 | $2,277-9.3% | $2,975-30.6% | $2,241-7.8% |
| Participant deferral / active EE | $5,868 | $4,241+38.4% | $5,107+14.9% | $3,767+55.8% |
| Admin fee / account holder | $6,414 | $3,368+90.4% | $12,068-46.8% | $2,969+116.0% |