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 | $39,441 | $110,257-64.2% | $96,544-59.1% | $139,434-71.7% |
| Participation rate | 90.5% | 78.1%+12.4pp | 76.0%+14.5pp | 80.3%+10.2pp |
| Annual return | 19.23% | 26.32%-7.1pp | 25.84%-6.6pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,340 | $3,620-35.3% | $2,965-21.1% | $4,751-50.7% |
| Participant deferral / active EE | $9,696 | $5,548+74.8% | $4,851+99.9% | $6,710+44.5% |
| Admin fee / account holder | $11,620 | $11,591+0.3% | $8,252+40.8% | $11,403+1.9% |