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 | $64,814 | $101,724-36.3% | $164,813-60.7% | $80,856-19.8% |
| Participation rate | 96.4% | 71.8%+24.6pp | 78.6%+17.8pp | 67.6%+28.8pp |
| Annual return | 18.93% | 16.72%+2.2pp | 69.93%-51.0pp | 35.59%-16.7pp |
| Employer contribution / active EE | $6,547 | $2,953+121.7% | $4,341+50.8% | $2,755+137.6% |
| Participant deferral / active EE | $7,104 | $4,477+58.7% | $6,031+17.8% | $4,296+65.4% |
| Admin fee / account holder | $474 | $8,227-94.2% | $12,690-96.3% | $6,918-93.2% |