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 | $37,042 | $78,422-52.8% | $95,952-61.4% | $79,858-53.6% |
| Participation rate | 83.3% | 73.5%+9.8pp | 77.1%+6.3pp | 69.6%+13.7pp |
| Annual return | 16.12% | 19.37%-3.3pp | 91.61%-75.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,250 | $1,945+15.7% | $2,541-11.4% | $2,471-8.9% |
| Participant deferral / active EE | $4,423 | $3,440+28.6% | $4,167+6.1% | $3,740+18.3% |
| Admin fee / account holder | $2,471 | $5,622-56.0% | $6,795-63.6% | $5,306-53.4% |