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 | $51,832 | $67,411-23.1% | $91,001-43.0% | $70,131-26.1% |
| Participation rate | 95.1% | 71.4%+23.8pp | 75.6%+19.5pp | 69.5%+25.6pp |
| Annual return | 16.46% | -40.16%+56.6pp | 4.60%+11.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $3,659 | $1,786+104.8% | $2,456+49.0% | $2,342+56.2% |
| Participant deferral / active EE | $1,746 | $2,823-38.2% | $3,547-50.8% | $3,332-47.6% |
| Admin fee / account holder | $2,352 | $4,236-44.5% | $5,417-56.6% | $4,645-49.4% |