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 | $53,551 | $73,933-27.6% | $96,683-44.6% | $75,163-28.8% |
| Participation rate | 96.2% | 66.4%+29.8pp | 74.3%+21.9pp | 67.2%+29.0pp |
| Annual return | 17.59% | 26.70%-9.1pp | 35.69%-18.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,396 | $2,928-18.2% | $3,737-35.9% | $2,670-10.3% |
| Participant deferral / active EE | $5,458 | $3,659+49.2% | $4,878+11.9% | $4,125+32.3% |
| Admin fee / account holder | $1,877 | $5,216-64.0% | $6,730-72.1% | $5,651-66.8% |