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 | $56,136 | $101,724-44.8% | $164,813-65.9% | $80,856-30.6% |
| Participation rate | 83.7% | 71.8%+11.9pp | 78.6%+5.1pp | 67.6%+16.1pp |
| Annual return | 40.70% | 16.72%+24.0pp | 69.93%-29.2pp | 35.59%+5.1pp |
| Employer contribution / active EE | $2,753 | $2,953-6.8% | $4,341-36.6% | $2,755-0.1% |
| Participant deferral / active EE | $5,996 | $4,477+33.9% | $6,031-0.6% | $4,296+39.6% |
| Admin fee / account holder | $1,705 | $8,227-79.3% | $12,690-86.6% | $6,918-75.4% |