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 7-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 | $33,889 | $80,968-58.1% | $96,544-64.9% | $75,163-54.9% |
| Participation rate | 87.9% | 71.8%+16.2pp | 76.0%+12.0pp | 67.2%+20.7pp |
| Annual return | 34.18% | 27.06%+7.1pp | 25.84%+8.3pp | 160.62%-126.4pp |
| Employer contribution / active EE | $4,342 | $2,282+90.3% | $2,965+46.4% | $2,670+62.6% |
| Participant deferral / active EE | $7,155 | $3,928+82.2% | $4,851+47.5% | $4,125+73.4% |
| Admin fee / account holder | $756 | $6,724-88.8% | $8,252-90.8% | $5,651-86.6% |