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 | $39,588 | $65,365-39.4% | $92,893-57.4% | $72,985-45.8% |
| Participation rate | 76.9% | 68.3%+8.6pp | 76.0%+0.9pp | 69.5%+7.4pp |
| Annual return | 25.99% | 42.10%-16.1pp | 109.41%-83.4pp | 81.00%-55.0pp |
| Employer contribution / active EE | $3,677 | $2,594+41.7% | $3,653+0.7% | $2,440+50.7% |
| Participant deferral / active EE | $5,113 | $3,128+63.4% | $4,236+20.7% | $3,607+41.7% |
| Admin fee / account holder | $928 | $4,251-78.2% | $5,794-84.0% | $5,124-81.9% |