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 | $26,091 | $64,348-59.5% | $90,160-71.1% | $70,131-62.8% |
| Participation rate | 84.0% | 70.4%+13.6pp | 76.9%+7.1pp | 69.5%+14.5pp |
| Annual return | 35.22% | 28.13%+7.1pp | 34.88%+0.3pp | 73.14%-37.9pp |
| Employer contribution / active EE | $2,889 | $2,046+41.2% | $3,318-12.9% | $2,342+23.3% |
| Participant deferral / active EE | $5,150 | $4,389+17.3% | $5,288-2.6% | $3,332+54.6% |
| Admin fee / account holder | $3,660 | $3,944-7.2% | $5,943-38.4% | $4,645-21.2% |