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 | $48,436 | $72,012-32.7% | $185,823-73.9% | $79,858-39.3% |
| Participation rate | 94.1% | 65.8%+28.4pp | 78.0%+16.1pp | 69.6%+24.5pp |
| Annual return | 17.95% | 23.12%-5.2pp | 35.95%-18.0pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,442 | $1,965-26.6% | $4,087-64.7% | $2,471-41.6% |
| Participant deferral / active EE | $6,235 | $3,779+65.0% | $5,632+10.7% | $3,740+66.7% |
| Admin fee / account holder | $4,895 | $4,513+8.5% | $9,500-48.5% | $5,306-7.8% |