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 | $26,807 | $72,012-62.8% | $185,823-85.6% | $79,858-66.4% |
| Participation rate | 70.0% | 65.8%+4.2pp | 78.0%-8.0pp | 69.6%+0.4pp |
| Annual return | 29.58% | 23.12%+6.5pp | 35.95%-6.4pp | 31.71%-2.1pp |
| Employer contribution / active EE | $1,979 | $1,965+0.7% | $4,087-51.6% | $2,471-19.9% |
| Participant deferral / active EE | $3,749 | $3,779-0.8% | $5,632-33.4% | $3,740+0.2% |
| Admin fee / account holder | $340 | $4,513-92.5% | $9,500-96.4% | $5,306-93.6% |