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 | $60,799 | $73,933-17.8% | $96,683-37.1% | $75,163-19.1% |
| Participation rate | 74.4% | 66.4%+8.0pp | 74.3%+0.1pp | 67.2%+7.2pp |
| Annual return | 24.19% | 26.70%-2.5pp | 35.69%-11.5pp | 160.62%-136.4pp |
| Employer contribution / active EE | $3,253 | $2,928+11.1% | $3,737-13.0% | $2,670+21.8% |
| Participant deferral / active EE | $7,006 | $3,659+91.5% | $4,878+43.6% | $4,125+69.8% |
| Admin fee / account holder | $1,556 | $5,216-70.2% | $6,730-76.9% | $5,651-72.5% |