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 | $63,293 | $99,341-36.3% | $84,750-25.3% | $273,961-76.9% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | 10.31% | 22.93%-12.6pp | 22.78%-12.5pp | 41.45%-31.1pp |
| Employer contribution / active EE | $2,472 | $4,214-41.3% | $3,574-30.8% | $4,869-49.2% |
| Participant deferral / active EE | $4,486 | $4,269+5.1% | $3,712+20.9% | $5,287-15.2% |
| Admin fee / account holder | $5,578 | $6,644-16.1% | $5,332+4.6% | $10,132-45.0% |