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 | $40,711 | $48,364-15.8% | $71,796-43.3% | $62,891-35.3% |
| Participation rate | 89.3% | 60.6%+28.7pp | 69.1%+20.2pp | 69.3%+20.0pp |
| Annual return | 6.00% | 13.16%-7.2pp | 78.04%-72.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,080 | $1,042+3.7% | $1,924-43.9% | $2,281-52.6% |
| Participant deferral / active EE | $2,229 | $2,091+6.6% | $2,794-20.2% | $3,203-30.4% |
| Admin fee / account holder | $422 | $3,771-88.8% | $4,815-91.2% | $4,296-90.2% |