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 | $56,095 | $93,571-40.1% | $135,903-58.7% | $75,163-25.4% |
| Participation rate | 86.4% | 75.2%+11.2pp | 81.9%+4.5pp | 67.2%+19.2pp |
| Annual return | 18.97% | 30.90%-11.9pp | 68.23%-49.3pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,758 | $3,537-22.0% | $4,856-43.2% | $2,670+3.3% |
| Participant deferral / active EE | $6,009 | $6,404-6.2% | $7,758-22.5% | $4,125+45.7% |
| Admin fee / account holder | $927 | $6,975-86.7% | $10,762-91.4% | $5,651-83.6% |