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 | $51,112 | $83,477-38.8% | $125,175-59.2% | $72,985-30.0% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.1pp | 69.5%+23.4pp |
| Annual return | 26.39% | 25.78%+0.6pp | 43.79%-17.4pp | 81.00%-54.6pp |
| Employer contribution / active EE | $3,315 | $2,345+41.3% | $3,865-14.2% | $2,440+35.9% |
| Participant deferral / active EE | $5,293 | $3,585+47.6% | $4,937+7.2% | $3,607+46.7% |
| Admin fee / account holder | $1,648 | $5,517-70.1% | $9,702-83.0% | $5,124-67.8% |