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 | $43,826 | $84,233-48.0% | $170,442-74.3% | $70,131-37.5% |
| Participation rate | 98.6% | 70.8%+27.7pp | 83.6%+15.0pp | 69.5%+29.0pp |
| Annual return | 17.07% | 23.06%-6.0pp | 205.93%-188.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $3,874 | $3,387+14.4% | $5,433-28.7% | $2,342+65.4% |
| Participant deferral / active EE | $3,092 | $3,086+0.2% | $4,939-37.4% | $3,332-7.2% |
| Admin fee / account holder | $307 | $5,698-94.6% | $13,880-97.8% | $4,645-93.4% |