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 | $42,676 | $79,944-46.6% | $98,439-56.6% | $75,163-43.2% |
| Participation rate | 94.7% | 70.4%+24.4pp | 75.2%+19.6pp | 67.2%+27.5pp |
| Annual return | 20.86% | 19.75%+1.1pp | 21.16%-0.3pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,908 | $2,264-15.7% | $3,048-37.4% | $2,670-28.5% |
| Participant deferral / active EE | $4,075 | $3,752+8.6% | $4,738-14.0% | $4,125-1.2% |
| Admin fee / account holder | $1,493 | $6,840-78.2% | $8,948-83.3% | $5,651-73.6% |