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 | $63,759 | $46,869+36.0% | $122,332-47.9% | $70,131-9.1% |
| Participation rate | 92.5% | 58.2%+34.3pp | 71.6%+20.9pp | 69.5%+23.0pp |
| Annual return | 14.19% | 24.22%-10.0pp | 30.27%-16.1pp | 73.14%-59.0pp |
| Employer contribution / active EE | $952 | $1,288-26.0% | $4,050-76.5% | $2,342-59.3% |
| Participant deferral / active EE | $3,815 | $2,166+76.1% | $3,287+16.1% | $3,332+14.5% |
| Admin fee / account holder | $2,561 | $3,322-22.9% | $5,478-53.3% | $4,645-44.9% |