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 | $39,641 | $91,407-56.6% | $135,903-70.8% | $71,457-44.5% |
| Participation rate | 96.2% | 75.7%+20.6pp | 81.9%+14.3pp | 67.9%+28.3pp |
| Annual return | 42.39% | 29.90%+12.5pp | 68.23%-25.8pp | 28.85%+13.5pp |
| Employer contribution / active EE | $2,125 | $3,703-42.6% | $4,856-56.2% | $2,588-17.9% |
| Participant deferral / active EE | $7,104 | $7,092+0.2% | $7,758-8.4% | $4,289+65.6% |
| Admin fee / account holder | $1,437 | $1,266+13.5% | $10,762-86.6% | $1,587-9.5% |