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 | $64,771 | $109,881-41.1% | $150,045-56.8% | $84,808-23.6% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.3pp | 68.3%+22.3pp |
| Annual return | 27.47% | 28.25%-0.8pp | 62.55%-35.1pp | 40.90%-13.4pp |
| Employer contribution / active EE | $4,827 | $3,561+35.5% | $4,693+2.8% | $2,631+83.5% |
| Participant deferral / active EE | $6,698 | $6,636+0.9% | $7,997-16.2% | $4,212+59.0% |
| Admin fee / account holder | $772 | $8,568-91.0% | $13,435-94.3% | $7,344-89.5% |