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 | $71,452 | $79,944-10.6% | $98,439-27.4% | $75,163-4.9% |
| Participation rate | 96.3% | 70.4%+25.9pp | 75.2%+21.1pp | 67.2%+29.1pp |
| Annual return | 13.21% | 19.75%-6.5pp | 21.16%-8.0pp | 160.62%-147.4pp |
| Employer contribution / active EE | $2,926 | $2,264+29.3% | $3,048-4.0% | $2,670+9.6% |
| Participant deferral / active EE | $6,795 | $3,752+81.1% | $4,738+43.4% | $4,125+64.7% |
| Admin fee / account holder | $5,758 | $6,840-15.8% | $8,948-35.6% | $5,651+1.9% |