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 | $32,077 | $76,367-58.0% | $93,606-65.7% | $72,985-56.0% |
| Participation rate | 90.3% | 71.7%+18.6pp | 75.8%+14.5pp | 69.5%+20.8pp |
| Annual return | 25.70% | 25.82%-0.1pp | 32.76%-7.1pp | 81.00%-55.3pp |
| Employer contribution / active EE | $3,164 | $2,275+39.1% | $2,718+16.4% | $2,440+29.7% |
| Participant deferral / active EE | $2,266 | $3,538-36.0% | $4,069-44.3% | $3,607-37.2% |
| Admin fee / account holder | $796 | $6,838-88.4% | $7,888-89.9% | $5,124-84.5% |