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 | $37,409 | $72,492-48.4% | $87,100-57.1% | $72,985-48.7% |
| Participation rate | 92.1% | 72.8%+19.3pp | 76.9%+15.2pp | 69.5%+22.6pp |
| Annual return | 25.28% | 24.46%+0.8pp | 28.19%-2.9pp | 81.00%-55.7pp |
| Employer contribution / active EE | $2,267 | $1,894+19.7% | $2,521-10.1% | $2,440-7.1% |
| Participant deferral / active EE | $4,304 | $3,270+31.6% | $4,049+6.3% | $3,607+19.3% |
| Admin fee / account holder | $1,757 | $5,055-65.2% | $7,497-76.6% | $5,124-65.7% |