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 | $34,746 | $109,881-68.4% | $150,045-76.8% | $84,808-59.0% |
| Participation rate | 95.6% | 76.1%+19.5pp | 82.3%+13.2pp | 68.3%+27.2pp |
| Annual return | 31.11% | 28.25%+2.9pp | 62.55%-31.4pp | 40.90%-9.8pp |
| Employer contribution / active EE | $4,579 | $3,561+28.6% | $4,693-2.4% | $2,631+74.1% |
| Participant deferral / active EE | $7,899 | $6,636+19.0% | $7,997-1.2% | $4,212+87.5% |
| Admin fee / account holder | $3,522 | $8,568-58.9% | $13,435-73.8% | $7,344-52.0% |