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 | $57,326 | $80,968-29.2% | $96,544-40.6% | $75,163-23.7% |
| Participation rate | 83.7% | 71.8%+11.9pp | 76.0%+7.7pp | 67.2%+16.5pp |
| Annual return | 20.15% | 27.06%-6.9pp | 25.84%-5.7pp | 160.62%-140.5pp |
| Employer contribution / active EE | $2,967 | $2,282+30.0% | $2,965+0.1% | $2,670+11.1% |
| Participant deferral / active EE | $8,599 | $3,928+118.9% | $4,851+77.3% | $4,125+108.4% |
| Admin fee / account holder | $5,023 | $6,724-25.3% | $8,252-39.1% | $5,651-11.1% |