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 | $95,803-44.2% | $113,168-52.8% | $84,808-37.0% |
| Participation rate | 84.4% | 72.9%+11.5pp | 76.6%+7.8pp | 68.3%+16.1pp |
| Annual return | 13.21% | 25.00%-11.8pp | 24.27%-11.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,429 | $2,360+2.9% | $2,975-18.3% | $2,631-7.7% |
| Participant deferral / active EE | $6,310 | $4,242+48.8% | $5,107+23.6% | $4,212+49.8% |
| Admin fee / account holder | $1,851 | $8,989-79.4% | $12,068-84.7% | $7,344-74.8% |