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 | $39,738 | $135,952-70.8% | $123,892-67.9% | $273,961-85.5% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 6.27% | 56.63%-50.4pp | 47.52%-41.2pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,844 | $5,170-64.3% | $4,617-60.1% | $4,869-62.1% |
| Participant deferral / active EE | $7,868 | $6,343+24.0% | $5,984+31.5% | $5,287+48.8% |
| Admin fee / account holder | $725 | $9,817-92.6% | $8,357-91.3% | $10,132-92.8% |