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 | $62,727 | $106,749-41.2% | $145,433-56.9% | $82,448-23.9% |
| Participation rate | 97.6% | 75.6%+22.0pp | 82.1%+15.5pp | 68.1%+29.6pp |
| Annual return | 16.33% | 27.59%-11.3pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,414 | $3,444-0.9% | $4,554-25.0% | $2,551+33.8% |
| Participant deferral / active EE | $3,540 | $6,519-45.7% | $7,897-55.2% | $4,139-14.5% |
| Admin fee / account holder | $1,036 | $8,390-87.7% | $13,129-92.1% | $7,234-85.7% |