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 | $31,258 | $72,492-56.9% | $87,100-64.1% | $72,985-57.2% |
| Participation rate | 87.1% | 72.8%+14.3pp | 76.9%+10.2pp | 69.5%+17.6pp |
| Annual return | 23.54% | 24.46%-0.9pp | 28.19%-4.6pp | 81.00%-57.5pp |
| Employer contribution / active EE | $3,049 | $1,894+61.0% | $2,521+20.9% | $2,440+25.0% |
| Participant deferral / active EE | $3,250 | $3,270-0.6% | $4,049-19.7% | $3,607-9.9% |
| Admin fee / account holder | $338 | $5,055-93.3% | $7,497-95.5% | $5,124-93.4% |