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 | $54,815 | $64,348-14.8% | $90,160-39.2% | $70,131-21.8% |
| Participation rate | 88.5% | 70.4%+18.0pp | 76.9%+11.6pp | 69.5%+18.9pp |
| Annual return | 15.09% | 28.13%-13.0pp | 34.88%-19.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,979 | $2,046+45.6% | $3,318-10.2% | $2,342+27.2% |
| Participant deferral / active EE | $8,057 | $4,389+83.6% | $5,288+52.4% | $3,332+141.8% |
| Admin fee / account holder | $5,052 | $3,944+28.1% | $5,943-15.0% | $4,645+8.7% |