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 | $40,496 | $94,625-57.2% | $116,228-65.2% | $84,808-52.2% |
| Participation rate | 92.3% | 70.4%+21.9pp | 74.6%+17.8pp | 68.3%+24.0pp |
| Annual return | 13.55% | 20.40%-6.9pp | 90.06%-76.5pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,410 | $2,347+2.7% | $2,994-19.5% | $2,631-8.4% |
| Participant deferral / active EE | $5,345 | $3,972+34.6% | $4,953+7.9% | $4,212+26.9% |
| Admin fee / account holder | $495 | $10,091-95.1% | $11,989-95.9% | $7,344-93.3% |