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 | $40,629 | $70,475-42.4% | $100,516-59.6% | $79,858-49.1% |
| Participation rate | 82.1% | 73.7%+8.4pp | 79.4%+2.7pp | 69.6%+12.5pp |
| Annual return | 20.26% | 21.90%-1.6pp | 30.89%-10.6pp | 31.71%-11.5pp |
| Employer contribution / active EE | $4,476 | $2,165+106.8% | $3,418+31.0% | $2,471+81.2% |
| Participant deferral / active EE | $7,595 | $5,181+46.6% | $6,270+21.1% | $3,740+103.1% |
| Admin fee / account holder | $5,815 | $4,478+29.9% | $8,081-28.0% | $5,306+9.6% |