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 6-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 | $40,453 | $87,733-53.9% | $106,548-62.0% | $85,850-52.9% |
| Participation rate | 79.5% | 71.9%+7.6pp | 76.1%+3.4pp | 69.3%+10.2pp |
| Annual return | 32.66% | 21.86%+10.8pp | 26.80%+5.9pp | 318.53%-285.9pp |
| Employer contribution / active EE | $883 | $2,073-57.4% | $2,819-68.7% | $2,565-65.6% |
| Participant deferral / active EE | $2,460 | $3,469-29.1% | $4,398-44.1% | $3,952-37.7% |
| Admin fee / account holder | $1,338 | $6,767-80.2% | $7,407-81.9% | $6,260-78.6% |