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 | $38,538 | $91,552-57.9% | $133,956-71.2% | $79,858-51.7% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.6%+20.4pp |
| Annual return | 26.88% | 61.85%-35.0pp | 45.09%-18.2pp | 31.71%-4.8pp |
| Employer contribution / active EE | $2,514 | $2,384+5.5% | $3,919-35.8% | $2,471+1.7% |
| Participant deferral / active EE | $6,947 | $3,733+86.1% | $5,048+37.6% | $3,740+85.7% |
| Admin fee / account holder | $5,069 | $6,321-19.8% | $8,927-43.2% | $5,306-4.5% |