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 | $45,948 | $77,660-40.8% | $109,143-57.9% | $79,386-42.1% |
| Participation rate | 92.3% | 67.8%+24.5pp | 75.9%+16.4pp | 70.7%+21.6pp |
| Annual return | 13.72% | 23.44%-9.7pp | 25.75%-12.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $3,355 | $2,797+19.9% | $3,722-9.9% | $2,427+38.2% |
| Participant deferral / active EE | $7,395 | $3,518+110.2% | $4,653+58.9% | $4,046+82.8% |
| Admin fee / account holder | $3,262 | $732+345.6% | $6,752-51.7% | $626+420.8% |