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 | $64,469 | $72,277-10.8% | $101,248-36.3% | $79,858-19.3% |
| Participation rate | 95.7% | 68.5%+27.3pp | 75.8%+19.9pp | 69.6%+26.1pp |
| Annual return | 14.18% | 22.30%-8.1pp | 46.47%-32.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,299 | $2,692-14.6% | $3,660-37.2% | $2,471-7.0% |
| Participant deferral / active EE | $6,261 | $3,282+90.8% | $4,370+43.3% | $3,740+67.4% |
| Admin fee / account holder | $835 | $4,400-81.0% | $5,945-86.0% | $5,306-84.3% |