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 | $46,303 | $60,349-23.3% | $74,183-37.6% | $62,891-26.4% |
| Participation rate | 97.4% | 72.7%+24.7pp | 76.6%+20.8pp | 69.3%+28.1pp |
| Annual return | 14.09% | 21.37%-7.3pp | 17.74%-3.6pp | 20.14%-6.1pp |
| Employer contribution / active EE | $2,845 | $1,680+69.4% | $2,370+20.1% | $2,281+24.8% |
| Participant deferral / active EE | $4,885 | $2,856+71.1% | $3,550+37.6% | $3,203+52.5% |
| Admin fee / account holder | $1,455 | $4,261-65.9% | $5,586-74.0% | $4,296-66.1% |