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 | $38,033 | $35,183+8.1% | $73,545-48.3% | $70,131-45.8% |
| Participation rate | 87.1% | 42.9%+44.2pp | 54.9%+32.2pp | 69.5%+17.6pp |
| Annual return | 20.11% | 26.90%-6.8pp | -15.16%+35.3pp | 73.14%-53.0pp |
| Employer contribution / active EE | $1,360 | $709+91.9% | $1,219+11.6% | $2,342-41.9% |
| Participant deferral / active EE | $2,788 | $1,220+128.6% | $1,806+54.4% | $3,332-16.3% |
| Admin fee / account holder | $564 | $2,302-75.5% | $2,320-75.7% | $4,645-87.9% |