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 | $62,220 | $59,101+5.3% | $77,163-19.4% | $75,163-17.2% |
| Participation rate | 98.5% | 63.9%+34.7pp | 69.6%+29.0pp | 67.2%+31.3pp |
| Annual return | 20.06% | 26.71%-6.7pp | 37.87%-17.8pp | 160.62%-140.6pp |
| Employer contribution / active EE | $5,497 | $1,995+175.5% | $2,535+116.9% | $2,670+105.9% |
| Participant deferral / active EE | $5,586 | $2,999+86.3% | $3,833+45.7% | $4,125+35.4% |
| Admin fee / account holder | $2,032 | $4,774-57.4% | $5,472-62.9% | $5,651-64.0% |