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 | $28,589 | $72,492-60.6% | $87,100-67.2% | $72,985-60.8% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.4pp |
| Annual return | 28.54% | 24.46%+4.1pp | 28.19%+0.4pp | 81.00%-52.5pp |
| Employer contribution / active EE | $4,619 | $1,894+143.9% | $2,521+83.2% | $2,440+89.3% |
| Participant deferral / active EE | $4,779 | $3,270+46.2% | $4,049+18.0% | $3,607+32.5% |
| Admin fee / account holder | $845 | $5,055-83.3% | $7,497-88.7% | $5,124-83.5% |