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 | $56,383 | $65,365-13.7% | $92,893-39.3% | $72,985-22.7% |
| Participation rate | 95.3% | 68.3%+27.0pp | 76.0%+19.3pp | 69.5%+25.9pp |
| Annual return | 23.05% | 42.10%-19.1pp | 109.41%-86.4pp | 81.00%-57.9pp |
| Employer contribution / active EE | $3,953 | $2,594+52.4% | $3,653+8.2% | $2,440+62.0% |
| Participant deferral / active EE | $4,081 | $3,128+30.4% | $4,236-3.7% | $3,607+13.1% |
| Admin fee / account holder | $588 | $4,251-86.2% | $5,794-89.9% | $5,124-88.5% |