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 | $55,202 | $87,013-36.6% | $106,213-48.0% | $80,856-31.7% |
| Participation rate | 90.3% | 70.4%+19.9pp | 75.3%+15.0pp | 67.6%+22.7pp |
| Annual return | 13.98% | 17.05%-3.1pp | 116.14%-102.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,533 | $2,395+5.8% | $3,171-20.1% | $2,755-8.1% |
| Participant deferral / active EE | $5,660 | $3,986+42.0% | $5,016+12.8% | $4,296+31.8% |
| Admin fee / account holder | $3,700 | $8,431-56.1% | $11,033-66.5% | $6,918-46.5% |