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 | $58,456 | $83,477-30.0% | $125,175-53.3% | $72,985-19.9% |
| Participation rate | 95.9% | 73.3%+22.6pp | 79.8%+16.1pp | 69.5%+26.4pp |
| Annual return | 19.08% | 25.78%-6.7pp | 43.79%-24.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $6,398 | $2,345+172.8% | $3,865+65.5% | $2,440+162.2% |
| Participant deferral / active EE | $5,735 | $3,585+60.0% | $4,937+16.2% | $3,607+59.0% |
| Admin fee / account holder | $683 | $5,517-87.6% | $9,702-93.0% | $5,124-86.7% |