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 | $35,663 | $93,571-61.9% | $135,903-73.8% | $75,163-52.6% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.4pp | 67.2%+15.2pp |
| Annual return | 40.15% | 30.90%+9.2pp | 68.23%-28.1pp | 160.62%-120.5pp |
| Employer contribution / active EE | $4,295 | $3,537+21.4% | $4,856-11.6% | $2,670+60.9% |
| Participant deferral / active EE | $12,860 | $6,404+100.8% | $7,758+65.8% | $4,125+211.7% |
| Admin fee / account holder | $4,324 | $6,975-38.0% | $10,762-59.8% | $5,651-23.5% |