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 | $45,850 | $101,724-54.9% | $164,813-72.2% | $80,856-43.3% |
| Participation rate | 94.4% | 71.8%+22.6pp | 78.6%+15.8pp | 67.6%+26.8pp |
| Annual return | 14.57% | 16.72%-2.1pp | 69.93%-55.4pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,723 | $2,953-7.8% | $4,341-37.3% | $2,755-1.2% |
| Participant deferral / active EE | $5,055 | $4,477+12.9% | $6,031-16.2% | $4,296+17.7% |
| Admin fee / account holder | $349 | $8,227-95.8% | $12,690-97.2% | $6,918-95.0% |