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 | $31,805 | $73,981-57.0% | $105,722-69.9% | $62,891-49.4% |
| Participation rate | 93.4% | 71.7%+21.7pp | 78.9%+14.5pp | 69.3%+24.1pp |
| Annual return | 42.39% | 17.60%+24.8pp | 12.25%+30.1pp | 20.14%+22.2pp |
| Employer contribution / active EE | $4,544 | $2,856+59.1% | $4,079+11.4% | $2,281+99.2% |
| Participant deferral / active EE | $5,415 | $4,038+34.1% | $5,326+1.7% | $3,203+69.1% |
| Admin fee / account holder | $1,649 | $5,976-72.4% | $8,308-80.2% | $4,296-61.6% |