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 | $47,297 | $78,422-39.7% | $95,952-50.7% | $79,858-40.8% |
| Participation rate | 76.9% | 73.5%+3.4pp | 77.1%-0.2pp | 69.6%+7.3pp |
| Annual return | 25.14% | 19.37%+5.8pp | 91.61%-66.5pp | 31.71%-6.6pp |
| Employer contribution / active EE | $2,904 | $1,945+49.3% | $2,541+14.3% | $2,471+17.5% |
| Participant deferral / active EE | $6,553 | $3,440+90.5% | $4,167+57.3% | $3,740+75.2% |
| Admin fee / account holder | $7,019 | $5,622+24.8% | $6,795+3.3% | $5,306+32.3% |