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 | $65,668 | $93,571-29.8% | $135,903-51.7% | $75,163-12.6% |
| Participation rate | 98.3% | 75.2%+23.2pp | 81.9%+16.4pp | 67.2%+31.1pp |
| Annual return | 20.15% | 30.90%-10.8pp | 68.23%-48.1pp | 160.62%-140.5pp |
| Employer contribution / active EE | $4,912 | $3,537+38.9% | $4,856+1.1% | $2,670+84.0% |
| Participant deferral / active EE | $11,520 | $6,404+79.9% | $7,758+48.5% | $4,125+179.3% |
| Admin fee / account holder | $2,064 | $6,975-70.4% | $10,762-80.8% | $5,651-63.5% |