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 | $44,770 | $73,933-39.4% | $96,683-53.7% | $75,163-40.4% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.3%+0.7pp | 67.2%+7.8pp |
| Annual return | 16.66% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,269 | $2,928-22.5% | $3,737-39.3% | $2,670-15.0% |
| Participant deferral / active EE | $6,552 | $3,659+79.1% | $4,878+34.3% | $4,125+58.8% |
| Admin fee / account holder | $1,270 | $5,216-75.6% | $6,730-81.1% | $5,651-77.5% |