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 | $56,503 | $95,803-41.0% | $113,168-50.1% | $84,808-33.4% |
| Participation rate | 83.8% | 72.9%+10.9pp | 76.6%+7.2pp | 68.3%+15.5pp |
| Annual return | 13.88% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,920 | $2,360-18.7% | $2,975-35.5% | $2,631-27.0% |
| Participant deferral / active EE | $5,845 | $4,242+37.8% | $5,107+14.5% | $4,212+38.8% |
| Admin fee / account holder | $2,865 | $8,989-68.1% | $12,068-76.3% | $7,344-61.0% |