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 | $55,965 | $80,968-30.9% | $96,544-42.0% | $75,163-25.5% |
| Participation rate | 70.6% | 71.8%-1.2pp | 76.0%-5.4pp | 67.2%+3.4pp |
| Annual return | 16.91% | 27.06%-10.2pp | 25.84%-8.9pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,442 | $2,282+7.0% | $2,965-17.6% | $2,670-8.5% |
| Participant deferral / active EE | $4,366 | $3,928+11.2% | $4,851-10.0% | $4,125+5.9% |
| Admin fee / account holder | $2,467 | $6,724-63.3% | $8,252-70.1% | $5,651-56.4% |