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 | $57,813 | $49,227+17.4% | $70,449-17.9% | $79,858-27.6% |
| Participation rate | 89.3% | 69.2%+20.1pp | 75.1%+14.2pp | 69.6%+19.7pp |
| Annual return | 13.94% | 30.06%-16.1pp | 109.03%-95.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $8,737 | $2,099+316.2% | $2,737+219.3% | $2,471+253.6% |
| Participant deferral / active EE | $2,183 | $2,768-21.1% | $3,709-41.1% | $3,740-41.6% |
| Admin fee / account holder | $1,911 | $2,878-33.6% | $3,845-50.3% | $5,306-64.0% |