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 | $36,609 | $76,367-52.1% | $93,606-60.9% | $72,985-49.8% |
| Participation rate | 90.3% | 71.7%+18.6pp | 75.8%+14.5pp | 69.5%+20.8pp |
| Annual return | 23.04% | 25.82%-2.8pp | 32.76%-9.7pp | 81.00%-58.0pp |
| Employer contribution / active EE | $3,043 | $2,275+33.8% | $2,718+12.0% | $2,440+24.7% |
| Participant deferral / active EE | $4,278 | $3,538+20.9% | $4,069+5.1% | $3,607+18.6% |
| Admin fee / account holder | $2,546 | $6,838-62.8% | $7,888-67.7% | $5,124-50.3% |