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 | $36,461 | $72,492-49.7% | $87,100-58.1% | $72,985-50.0% |
| Participation rate | 83.3% | 72.8%+10.5pp | 76.9%+6.5pp | 69.5%+13.8pp |
| Annual return | 18.43% | 24.46%-6.0pp | 28.19%-9.8pp | 81.00%-62.6pp |
| Employer contribution / active EE | $6,518 | $1,894+244.2% | $2,521+158.5% | $2,440+167.1% |
| Participant deferral / active EE | $5,751 | $3,270+75.9% | $4,049+42.1% | $3,607+59.4% |
| Admin fee / account holder | $2,257 | $5,055-55.4% | $7,497-69.9% | $5,124-56.0% |