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 | $56,598 | $89,652-36.9% | $141,162-59.9% | $65,185-13.2% |
| Participation rate | 78.4% | 74.7%+3.7pp | 82.5%-4.0pp | 70.2%+8.2pp |
| Annual return | 24.75% | 32.79%-8.0pp | 71.39%-46.6pp | 29.38%-4.6pp |
| Employer contribution / active EE | $3,344 | $3,065+9.1% | $4,735-29.4% | $2,177+53.6% |
| Participant deferral / active EE | $9,221 | $5,691+62.0% | $6,709+37.4% | $3,514+162.4% |
| Admin fee / account holder | $1,615 | $569+184.0% | $10,261-84.3% | $847+90.6% |