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 | $53,458 | $73,933-27.7% | $96,683-44.7% | $75,163-28.9% |
| Participation rate | 93.3% | 66.4%+26.9pp | 74.3%+19.0pp | 67.2%+26.1pp |
| Annual return | 13.49% | 26.70%-13.2pp | 35.69%-22.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $3,430 | $2,928+17.1% | $3,737-8.2% | $2,670+28.5% |
| Participant deferral / active EE | $5,407 | $3,659+47.8% | $4,878+10.8% | $4,125+31.1% |
| Admin fee / account holder | $8,925 | $5,216+71.1% | $6,730+32.6% | $5,651+57.9% |