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 | $59,552 | $56,277+5.8% | $80,975-26.5% | $62,891-5.3% |
| Participation rate | 93.3% | 69.0%+24.4pp | 75.8%+17.5pp | 69.3%+24.0pp |
| Annual return | 7.57% | 22.12%-14.6pp | 17.10%-9.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $6,048 | $1,943+211.3% | $3,714+62.8% | $2,281+165.2% |
| Participant deferral / active EE | $5,945 | $4,195+41.7% | $5,696+4.4% | $3,203+85.6% |
| Admin fee / account holder | $13,131 | $3,741+251.0% | $5,516+138.1% | $4,296+205.7% |