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 | $51,218 | $72,277-29.1% | $101,248-49.4% | $79,858-35.9% |
| Participation rate | 97.4% | 68.5%+29.0pp | 75.8%+21.6pp | 69.6%+27.8pp |
| Annual return | 19.08% | 22.30%-3.2pp | 46.47%-27.4pp | 31.71%-12.6pp |
| Employer contribution / active EE | $10,031 | $2,692+272.7% | $3,660+174.1% | $2,471+306.0% |
| Participant deferral / active EE | $6,292 | $3,282+91.7% | $4,370+44.0% | $3,740+68.2% |
| Admin fee / account holder | $2,485 | $4,400-43.5% | $5,945-58.2% | $5,306-53.2% |