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 | $39,469 | $87,013-54.6% | $106,213-62.8% | $80,856-51.2% |
| Participation rate | 87.2% | 70.4%+16.7pp | 75.3%+11.9pp | 67.6%+19.5pp |
| Annual return | 13.76% | 17.05%-3.3pp | 116.14%-102.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,543 | $2,395+6.2% | $3,171-19.8% | $2,755-7.7% |
| Participant deferral / active EE | $2,526 | $3,986-36.6% | $5,016-49.6% | $4,296-41.2% |
| Admin fee / account holder | $8,155 | $8,431-3.3% | $11,033-26.1% | $6,918+17.9% |