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 | $33,402 | $63,355-47.3% | $91,989-63.7% | $72,985-54.2% |
| Participation rate | 75.8% | 72.5%+3.3pp | 78.6%-2.8pp | 69.5%+6.3pp |
| Annual return | 29.44% | 35.35%-5.9pp | 69.02%-39.6pp | 81.00%-51.6pp |
| Employer contribution / active EE | $3,651 | $2,116+72.6% | $3,452+5.8% | $2,440+49.6% |
| Participant deferral / active EE | $5,861 | $4,883+20.0% | $5,923-1.0% | $3,607+62.5% |
| Admin fee / account holder | $422 | $4,668-91.0% | $7,743-94.6% | $5,124-91.8% |