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 | $57,151 | $81,248-29.7% | $155,509-63.2% | $80,856-29.3% |
| Participation rate | 82.1% | 66.2%+15.9pp | 78.2%+4.0pp | 67.6%+14.5pp |
| Annual return | 15.15% | 33.31%-18.2pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,887 | $3,100+25.4% | $4,672-16.8% | $2,755+41.1% |
| Participant deferral / active EE | $7,054 | $3,452+104.4% | $5,626+25.4% | $4,296+64.2% |
| Admin fee / account holder | $649 | $7,997-91.9% | $15,912-95.9% | $6,918-90.6% |