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 | $59,351 | $76,050-22.0% | $96,544-38.5% | $71,457-16.9% |
| Participation rate | 83.1% | 74.4%+8.7pp | 76.0%+7.1pp | 67.9%+15.2pp |
| Annual return | 31.38% | 22.81%+8.6pp | 25.84%+5.5pp | 28.85%+2.5pp |
| Employer contribution / active EE | $8,076 | $2,244+259.9% | $2,965+172.4% | $2,588+212.1% |
| Participant deferral / active EE | $12,303 | $4,215+191.9% | $4,851+153.6% | $4,289+186.9% |
| Admin fee / account holder | $6,494 | $2,707+139.9% | $8,252-21.3% | $1,587+309.1% |