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 7-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 | $41,728 | $83,477-50.0% | $125,175-66.7% | $72,985-42.8% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.8pp | 69.5%+27.1pp |
| Annual return | 44.58% | 25.78%+18.8pp | 43.79%+0.8pp | 81.00%-36.4pp |
| Employer contribution / active EE | $2,777 | $2,345+18.4% | $3,865-28.2% | $2,440+13.8% |
| Participant deferral / active EE | $4,979 | $3,585+38.9% | $4,937+0.9% | $3,607+38.0% |
| Admin fee / account holder | $401 | $5,517-92.7% | $9,702-95.9% | $5,124-92.2% |