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 | $60,919 | $118,450-48.6% | $98,439-38.1% | $139,434-56.3% |
| Participation rate | 81.3% | 77.4%+3.8pp | 75.2%+6.1pp | 80.3%+0.9pp |
| Annual return | 19.36% | 18.94%+0.4pp | 21.16%-1.8pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,561 | $3,609-29.1% | $3,048-16.0% | $4,751-46.1% |
| Participant deferral / active EE | $4,171 | $5,392-22.6% | $4,738-12.0% | $6,710-37.8% |
| Admin fee / account holder | $897 | $14,026-93.6% | $8,948-90.0% | $11,403-92.1% |