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 | $60,157 | $72,492-17.0% | $87,100-30.9% | $72,985-17.6% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.4pp |
| Annual return | 23.37% | 24.46%-1.1pp | 28.19%-4.8pp | 81.00%-57.6pp |
| Employer contribution / active EE | $2,975 | $1,894+57.1% | $2,521+18.0% | $2,440+21.9% |
| Participant deferral / active EE | $7,099 | $3,270+117.1% | $4,049+75.3% | $3,607+96.8% |
| Admin fee / account holder | $2,505 | $5,055-50.4% | $7,497-66.6% | $5,124-51.1% |