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 | $53,322 | $48,076+10.9% | $78,689-32.2% | $62,891-15.2% |
| Participation rate | 82.9% | 65.2%+17.7pp | 73.6%+9.4pp | 69.3%+13.6pp |
| Annual return | 12.21% | 31.35%-19.1pp | 62.18%-50.0pp | 20.14%-7.9pp |
| Employer contribution / active EE | $4,602 | $2,015+128.4% | $2,851+61.4% | $2,281+101.7% |
| Participant deferral / active EE | $7,031 | $2,588+171.7% | $3,517+99.9% | $3,203+119.5% |
| Admin fee / account holder | $3,311 | $3,207+3.2% | $4,510-26.6% | $4,296-22.9% |