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 | $53,423 | $95,453-44.0% | $112,040-52.3% | $82,448-35.2% |
| Participation rate | 84.4% | 72.8%+11.6pp | 76.5%+7.9pp | 68.1%+16.3pp |
| Annual return | 13.21% | 23.92%-10.7pp | 24.52%-11.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,429 | $2,318+4.8% | $2,954-17.8% | $2,551-4.8% |
| Participant deferral / active EE | $6,310 | $4,224+49.4% | $5,098+23.8% | $4,139+52.4% |
| Admin fee / account holder | $1,851 | $9,013-79.5% | $12,098-84.7% | $7,234-74.4% |