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 | $54,905 | $72,492-24.3% | $87,100-37.0% | $72,985-24.8% |
| Participation rate | 97.2% | 72.8%+24.4pp | 76.9%+20.4pp | 69.5%+27.7pp |
| Annual return | 28.57% | 24.46%+4.1pp | 28.19%+0.4pp | 81.00%-52.4pp |
| Employer contribution / active EE | $1,293 | $1,894-31.7% | $2,521-48.7% | $2,440-47.0% |
| Participant deferral / active EE | $7,291 | $3,270+123.0% | $4,049+80.1% | $3,607+102.1% |
| Admin fee / account holder | $726 | $5,055-85.6% | $7,497-90.3% | $5,124-85.8% |