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 | $40,543 | $72,177-43.8% | $115,037-64.8% | $59,632-32.0% |
| Participation rate | 84.2% | 72.6%+11.7pp | 81.4%+2.8pp | 68.7%+15.5pp |
| Annual return | 20.55% | 12.02%+8.5pp | 26.14%-5.6pp | 2041.28%-2020.7pp |
| Employer contribution / active EE | $2,152 | $2,841-24.3% | $4,608-53.3% | $2,203-2.3% |
| Participant deferral / active EE | $6,431 | $4,783+34.5% | $6,026+6.7% | $3,192+101.5% |
| Admin fee / account holder | $2,432 | $4,927-50.6% | $8,175-70.3% | $4,297-43.4% |