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 | $38,672 | $74,927-48.4% | $101,794-62.0% | $84,808-54.4% |
| Participation rate | 92.5% | 61.4%+31.1pp | 69.2%+23.3pp | 68.3%+24.2pp |
| Annual return | 20.44% | 18.70%+1.7pp | 30.53%-10.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,058 | $1,522+35.2% | $2,289-10.1% | $2,631-21.8% |
| Participant deferral / active EE | $5,071 | $3,099+63.6% | $4,084+24.2% | $4,212+20.4% |
| Admin fee / account holder | $466 | $6,514-92.8% | $8,777-94.7% | $7,344-93.7% |