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 | $40,988 | $91,407-55.2% | $135,903-69.8% | $71,457-42.6% |
| Participation rate | 86.2% | 75.7%+10.6pp | 81.9%+4.3pp | 67.9%+18.3pp |
| Annual return | 22.10% | 29.90%-7.8pp | 68.23%-46.1pp | 28.85%-6.7pp |
| Employer contribution / active EE | $1,900 | $3,703-48.7% | $4,856-60.9% | $2,588-26.6% |
| Participant deferral / active EE | $3,202 | $7,092-54.8% | $7,758-58.7% | $4,289-25.3% |
| Admin fee / account holder | $2,655 | $1,266+109.8% | $10,762-75.3% | $1,587+67.3% |