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 | $57,014 | $106,749-46.6% | $145,433-60.8% | $82,448-30.8% |
| Participation rate | 92.7% | 75.6%+17.0pp | 82.1%+10.6pp | 68.1%+24.6pp |
| Annual return | 15.02% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $4,994 | $3,444+45.0% | $4,554+9.6% | $2,551+95.8% |
| Participant deferral / active EE | $12,152 | $6,519+86.4% | $7,897+53.9% | $4,139+193.6% |
| Admin fee / account holder | $18,045 | $8,390+115.1% | $13,129+37.4% | $7,234+149.4% |