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 | $28,779 | $65,395-56.0% | $182,532-84.2% | $72,985-60.6% |
| Participation rate | 76.5% | 65.4%+11.0pp | 78.0%-1.5pp | 69.5%+7.0pp |
| Annual return | 28.42% | 27.68%+0.7pp | 148.54%-120.1pp | 81.00%-52.6pp |
| Employer contribution / active EE | $1,398 | $1,911-26.9% | $4,076-65.7% | $2,440-42.7% |
| Participant deferral / active EE | $4,717 | $3,563+32.4% | $5,524-14.6% | $3,607+30.7% |
| Admin fee / account holder | $355 | $4,245-91.6% | $8,592-95.9% | $5,124-93.1% |