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 | $60,818 | $40,256+51.1% | $57,343+6.1% | $59,632+2.0% |
| Participation rate | 84.1% | 69.2%+14.9pp | 75.1%+9.0pp | 68.7%+15.4pp |
| Annual return | 0.72% | 27.49%-26.8pp | 24.39%-23.7pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $3,091 | $1,922+60.8% | $2,689+15.0% | $2,203+40.3% |
| Participant deferral / active EE | $5,247 | $2,399+118.7% | $3,162+65.9% | $3,192+64.4% |
| Admin fee / account holder | $2,790 | $2,818-1.0% | $3,356-16.9% | $4,297-35.1% |