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 | $46,687 | $72,277-35.4% | $101,248-53.9% | $79,858-41.5% |
| Participation rate | 96.3% | 68.5%+27.8pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | 23.51% | 22.30%+1.2pp | 46.47%-23.0pp | 31.71%-8.2pp |
| Employer contribution / active EE | $6,403 | $2,692+137.9% | $3,660+75.0% | $2,471+159.1% |
| Participant deferral / active EE | $3,247 | $3,282-1.1% | $4,370-25.7% | $3,740-13.2% |
| Admin fee / account holder | $2,064 | $4,400-53.1% | $5,945-65.3% | $5,306-61.1% |