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 | $41,938 | $78,422-46.5% | $95,952-56.3% | $79,858-47.5% |
| Participation rate | 97.6% | 73.5%+24.1pp | 77.1%+20.5pp | 69.6%+28.0pp |
| Annual return | 17.73% | 19.37%-1.6pp | 91.61%-73.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,459 | $1,945+26.4% | $2,541-3.2% | $2,471-0.5% |
| Participant deferral / active EE | $5,198 | $3,440+51.1% | $4,167+24.8% | $3,740+39.0% |
| Admin fee / account holder | $2,246 | $5,622-60.1% | $6,795-67.0% | $5,306-57.7% |