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 | $52,320 | $93,571-44.1% | $135,903-61.5% | $75,163-30.4% |
| Participation rate | 85.1% | 75.2%+9.9pp | 81.9%+3.2pp | 67.2%+17.9pp |
| Annual return | 22.26% | 30.90%-8.6pp | 68.23%-46.0pp | 160.62%-138.4pp |
| Employer contribution / active EE | $2,745 | $3,537-22.4% | $4,856-43.5% | $2,670+2.8% |
| Participant deferral / active EE | $5,460 | $6,404-14.7% | $7,758-29.6% | $4,125+32.4% |
| Admin fee / account holder | $2,043 | $6,975-70.7% | $10,762-81.0% | $5,651-63.8% |