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 | $53,312 | $58,523-8.9% | $99,443-46.4% | $72,985-27.0% |
| Participation rate | 84.6% | 64.6%+20.0pp | 73.8%+10.8pp | 69.5%+15.1pp |
| Annual return | 18.09% | 28.51%-10.4pp | 30.72%-12.6pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,440 | $1,512-4.8% | $2,540-43.3% | $2,440-41.0% |
| Participant deferral / active EE | $4,127 | $2,606+58.4% | $3,619+14.0% | $3,607+14.4% |
| Admin fee / account holder | $9,833 | $4,102+139.7% | $6,250+57.3% | $5,124+91.9% |