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 | $50,033 | $56,897-12.1% | $84,750-41.0% | $62,891-20.4% |
| Participation rate | 94.4% | 68.5%+25.8pp | 76.6%+17.8pp | 69.3%+25.1pp |
| Annual return | 5.37% | 6.30%-0.9pp | 22.78%-17.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $4,740 | $2,400+97.5% | $3,574+32.6% | $2,281+107.8% |
| Participant deferral / active EE | $2,518 | $2,709-7.1% | $3,712-32.2% | $3,203-21.4% |
| Admin fee / account holder | $3,049 | $3,581-14.9% | $5,332-42.8% | $4,296-29.0% |