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 | $45,272 | $81,233-44.3% | $155,567-70.9% | $80,874-44.0% |
| Participation rate | 93.3% | 66.2%+27.1pp | 78.2%+15.1pp | 67.6%+25.7pp |
| Annual return | 10.82% | 33.33%-22.5pp | 64.74%-53.9pp | 35.62%-24.8pp |
| Employer contribution / active EE | $1,498 | $3,101-51.7% | $4,674-68.0% | $2,756-45.7% |
| Participant deferral / active EE | $4,836 | $3,452+40.1% | $5,628-14.1% | $4,297+12.6% |
| Admin fee / account holder | $1,125 | $7,998-85.9% | $15,916-92.9% | $6,935-83.8% |