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 | $38,190 | $64,348-40.7% | $90,160-57.6% | $70,131-45.5% |
| Participation rate | 96.2% | 70.4%+25.7pp | 76.9%+19.3pp | 69.5%+26.6pp |
| Annual return | 18.01% | 28.13%-10.1pp | 34.88%-16.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $2,697 | $2,046+31.8% | $3,318-18.7% | $2,342+15.1% |
| Participant deferral / active EE | $3,623 | $4,389-17.4% | $5,288-31.5% | $3,332+8.8% |
| Admin fee / account holder | $1,162 | $3,944-70.5% | $5,943-80.4% | $4,645-75.0% |