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 | $48,268 | $56,897-15.2% | $84,750-43.0% | $62,891-23.3% |
| Participation rate | 98.6% | 68.5%+30.1pp | 76.6%+22.0pp | 69.3%+29.3pp |
| Annual return | 7.08% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,576 | $2,400+7.4% | $3,574-27.9% | $2,281+13.0% |
| Participant deferral / active EE | $4,156 | $2,709+53.4% | $3,712+12.0% | $3,203+29.7% |
| Admin fee / account holder | $1,054 | $3,581-70.6% | $5,332-80.2% | $4,296-75.5% |