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 | $41,151 | $78,705-47.7% | $117,854-65.1% | $70,131-41.3% |
| Participation rate | 80.4% | 73.2%+7.2pp | 79.7%+0.7pp | 69.5%+10.9pp |
| Annual return | 16.46% | 23.30%-6.8pp | 335.08%-318.6pp | 73.14%-56.7pp |
| Employer contribution / active EE | $3,659 | $2,223+64.6% | $3,786-3.3% | $2,342+56.2% |
| Participant deferral / active EE | $3,973 | $3,297+20.5% | $4,482-11.4% | $3,332+19.2% |
| Admin fee / account holder | $1,164 | $5,065-77.0% | $8,020-85.5% | $4,645-74.9% |