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 | $52,753 | $117,983-55.3% | $101,794-48.2% | $142,382-63.0% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 16.27% | 36.92%-20.6pp | 30.53%-14.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,729 | $2,773+70.5% | $2,289+106.6% | $4,299+10.0% |
| Participant deferral / active EE | $2,509 | $4,714-46.8% | $4,084-38.6% | $6,507-61.4% |
| Admin fee / account holder | $5,965 | $10,433-42.8% | $8,777-32.0% | $12,624-52.7% |