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 | $62,273 | $109,413-43.1% | $156,263-60.1% | $84,808-26.6% |
| Participation rate | 92.9% | 72.7%+20.2pp | 78.9%+13.9pp | 68.3%+24.5pp |
| Annual return | 18.23% | 20.18%-1.9pp | 59.47%-41.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $4,292 | $2,907+47.6% | $4,333-0.9% | $2,631+63.1% |
| Participant deferral / active EE | $7,562 | $4,590+64.8% | $6,158+22.8% | $4,212+79.6% |
| Admin fee / account holder | $721 | $9,357-92.3% | $14,255-94.9% | $7,344-90.2% |