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 8-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 | $18,327 | $65,365-72.0% | $92,893-80.3% | $72,985-74.9% |
| Participation rate | 81.5% | 68.3%+13.2pp | 76.0%+5.5pp | 69.5%+12.0pp |
| Annual return | 20.45% | 42.10%-21.7pp | 109.41%-89.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $3,836 | $2,594+47.9% | $3,653+5.0% | $2,440+57.2% |
| Participant deferral / active EE | $5,957 | $3,128+90.4% | $4,236+40.6% | $3,607+65.1% |
| Admin fee / account holder | $493 | $4,251-88.4% | $5,794-91.5% | $5,124-90.4% |