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 | $44,553 | $56,897-21.7% | $84,750-47.4% | $62,891-29.2% |
| Participation rate | 94.3% | 68.5%+25.8pp | 76.6%+17.7pp | 69.3%+25.0pp |
| Annual return | 16.36% | 6.30%+10.1pp | 22.78%-6.4pp | 20.14%-3.8pp |
| Employer contribution / active EE | $3,444 | $2,400+43.5% | $3,574-3.7% | $2,281+51.0% |
| Participant deferral / active EE | $3,078 | $2,709+13.6% | $3,712-17.1% | $3,203-3.9% |
| Admin fee / account holder | $1,224 | $3,581-65.8% | $5,332-77.0% | $4,296-71.5% |