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 | $52,017 | $56,897-8.6% | $84,750-38.6% | $62,891-17.3% |
| Participation rate | 94.5% | 68.5%+26.0pp | 76.6%+17.9pp | 69.3%+25.2pp |
| Annual return | 10.17% | 6.30%+3.9pp | 22.78%-12.6pp | 20.14%-10.0pp |
| Employer contribution / active EE | $3,335 | $2,400+39.0% | $3,574-6.7% | $2,281+46.2% |
| Participant deferral / active EE | $2,590 | $2,709-4.4% | $3,712-30.2% | $3,203-19.1% |
| Admin fee / account holder | $586 | $3,581-83.6% | $5,332-89.0% | $4,296-86.4% |