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 | $62,670 | $51,175+22.5% | $70,515-11.1% | $75,163-16.6% |
| Participation rate | 74.1% | 60.9%+13.1pp | 68.3%+5.7pp | 67.2%+6.9pp |
| Annual return | 24.98% | 30.02%-5.0pp | 32.77%-7.8pp | 160.62%-135.6pp |
| Employer contribution / active EE | $1,815 | $1,826-0.6% | $2,973-39.0% | $2,670-32.0% |
| Participant deferral / active EE | $4,487 | $2,849+57.5% | $4,567-1.8% | $4,125+8.8% |
| Admin fee / account holder | $590 | $4,091-85.6% | $6,412-90.8% | $5,651-89.6% |