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 | $62,542 | $81,248-23.0% | $155,509-59.8% | $80,856-22.7% |
| Participation rate | 76.0% | 66.2%+9.8pp | 78.2%-2.2pp | 67.6%+8.4pp |
| Annual return | 19.74% | 33.31%-13.6pp | 64.67%-44.9pp | 35.59%-15.8pp |
| Employer contribution / active EE | $4,829 | $3,100+55.8% | $4,672+3.4% | $2,755+75.3% |
| Participant deferral / active EE | $3,777 | $3,452+9.4% | $5,626-32.9% | $4,296-12.1% |
| Admin fee / account holder | $342 | $7,997-95.7% | $15,912-97.8% | $6,918-95.1% |