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 | $57,416 | $67,411-14.8% | $91,001-36.9% | $70,131-18.1% |
| Participation rate | 97.4% | 71.4%+26.1pp | 75.6%+21.8pp | 69.5%+27.9pp |
| Annual return | 17.11% | -40.16%+57.3pp | 4.60%+12.5pp | 73.14%-56.0pp |
| Employer contribution / active EE | $3,737 | $1,786+109.2% | $2,456+52.2% | $2,342+59.5% |
| Participant deferral / active EE | $3,767 | $2,823+33.4% | $3,547+6.2% | $3,332+13.1% |
| Admin fee / account holder | $897 | $4,236-78.8% | $5,417-83.4% | $4,645-80.7% |