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 | $49,130 | $74,927-34.4% | $101,794-51.7% | $84,808-42.1% |
| Participation rate | 84.8% | 61.4%+23.4pp | 69.2%+15.6pp | 68.3%+16.5pp |
| Annual return | 16.50% | 18.70%-2.2pp | 30.53%-14.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,125 | $1,522+105.3% | $2,289+36.5% | $2,631+18.8% |
| Participant deferral / active EE | $6,703 | $3,099+116.3% | $4,084+64.1% | $4,212+59.2% |
| Admin fee / account holder | $1,930 | $6,514-70.4% | $8,777-78.0% | $7,344-73.7% |