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 | $40,939 | $60,349-32.2% | $74,183-44.8% | $62,891-34.9% |
| Participation rate | 84.5% | 72.7%+11.8pp | 76.6%+7.9pp | 69.3%+15.2pp |
| Annual return | 33.66% | 21.37%+12.3pp | 17.74%+15.9pp | 20.14%+13.5pp |
| Employer contribution / active EE | $3,352 | $1,680+99.5% | $2,370+41.4% | $2,281+47.0% |
| Participant deferral / active EE | $6,106 | $2,856+113.8% | $3,550+72.0% | $3,203+90.6% |
| Admin fee / account holder | $2,009 | $4,261-52.8% | $5,586-64.0% | $4,296-53.2% |