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 | $61,855 | $68,719-10.0% | $91,541-32.4% | $84,808-27.1% |
| Participation rate | 96.0% | 64.5%+31.5pp | 69.8%+26.2pp | 68.3%+27.7pp |
| Annual return | 20.93% | 19.12%+1.8pp | 20.50%+0.4pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,870 | $1,920+49.5% | $2,505+14.6% | $2,631+9.1% |
| Participant deferral / active EE | $7,412 | $3,136+136.4% | $4,008+84.9% | $4,212+76.0% |
| Admin fee / account holder | $3,025 | $5,786-47.7% | $6,956-56.5% | $7,344-58.8% |