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 | $43,797 | $82,882-47.2% | $127,761-65.7% | $72,985-40.0% |
| Participation rate | 89.7% | 71.5%+18.2pp | 79.0%+10.8pp | 69.5%+20.3pp |
| Annual return | 23.24% | 32.20%-9.0pp | 26.14%-2.9pp | 81.00%-57.8pp |
| Employer contribution / active EE | $4,709 | $3,346+40.7% | $4,574+3.0% | $2,440+93.0% |
| Participant deferral / active EE | $6,757 | $4,791+41.0% | $6,021+12.2% | $3,607+87.3% |
| Admin fee / account holder | $7,998 | $6,487+23.3% | $9,395-14.9% | $5,124+56.1% |