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 | $59,577 | $98,240-39.4% | $82,313-27.6% | $147,584-59.6% |
| Participation rate | 86.7% | 79.7%+6.9pp | 76.9%+9.8pp | 82.8%+3.8pp |
| Annual return | 15.81% | 30.85%-15.0pp | 25.88%-10.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $3,028 | $3,192-5.1% | $2,428+24.7% | $4,876-37.9% |
| Participant deferral / active EE | $12,716 | $4,383+190.1% | $3,706+243.1% | $5,439+133.8% |
| Admin fee / account holder | $414 | $8,563-95.2% | $5,608-92.6% | $10,885-96.2% |