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 | $60,859 | $79,944-23.9% | $98,439-38.2% | $75,163-19.0% |
| Participation rate | 98.4% | 70.4%+28.1pp | 75.2%+23.3pp | 67.2%+31.2pp |
| Annual return | 15.06% | 19.75%-4.7pp | 21.16%-6.1pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,833 | $2,264+25.2% | $3,048-7.0% | $2,670+6.1% |
| Participant deferral / active EE | $5,415 | $3,752+44.3% | $4,738+14.3% | $4,125+31.3% |
| Admin fee / account holder | $966 | $6,840-85.9% | $8,948-89.2% | $5,651-82.9% |