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 | $46,061 | $101,724-54.7% | $164,813-72.1% | $80,856-43.0% |
| Participation rate | 83.3% | 71.8%+11.5pp | 78.6%+4.7pp | 67.6%+15.7pp |
| Annual return | 12.27% | 16.72%-4.4pp | 69.93%-57.7pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,344 | $2,953-20.6% | $4,341-46.0% | $2,755-14.9% |
| Participant deferral / active EE | $6,475 | $4,477+44.6% | $6,031+7.3% | $4,296+50.7% |
| Admin fee / account holder | $4,364 | $8,227-47.0% | $12,690-65.6% | $6,918-36.9% |