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 | $46,843 | $80,717-42.0% | $154,803-69.7% | $84,808-44.8% |
| Participation rate | 98.4% | 66.8%+31.6pp | 78.1%+20.4pp | 68.3%+30.1pp |
| Annual return | 17.85% | 37.96%-20.1pp | 58.88%-41.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,721 | $2,761-1.5% | $4,305-36.8% | $2,631+3.4% |
| Participant deferral / active EE | $4,493 | $3,303+36.0% | $5,540-18.9% | $4,212+6.7% |
| Admin fee / account holder | $6,271 | $6,746-7.0% | $14,329-56.2% | $7,344-14.6% |