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 | $43,575 | $94,625-54.0% | $116,228-62.5% | $84,808-48.6% |
| Participation rate | 83.1% | 70.4%+12.6pp | 74.6%+8.5pp | 68.3%+14.7pp |
| Annual return | 20.44% | 20.40%0pp | 90.06%-69.6pp | 40.90%-20.5pp |
| Employer contribution / active EE | $4,063 | $2,347+73.2% | $2,994+35.7% | $2,631+54.4% |
| Participant deferral / active EE | $4,629 | $3,972+16.5% | $4,953-6.5% | $4,212+9.9% |
| Admin fee / account holder | $1,701 | $10,091-83.1% | $11,989-85.8% | $7,344-76.8% |