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 | $53,566 | $76,552-30.0% | $123,892-56.8% | $62,891-14.8% |
| Participation rate | 84.7% | 73.0%+11.8pp | 81.4%+3.3pp | 69.3%+15.4pp |
| Annual return | 11.05% | 18.68%-7.6pp | 47.52%-36.5pp | 20.14%-9.1pp |
| Employer contribution / active EE | $2,386 | $2,883-17.2% | $4,617-48.3% | $2,281+4.6% |
| Participant deferral / active EE | $6,791 | $4,840+40.3% | $5,984+13.5% | $3,203+112.0% |
| Admin fee / account holder | $479 | $4,826-90.1% | $8,357-94.3% | $4,296-88.8% |