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 | $52,961 | $84,233-37.1% | $170,442-68.9% | $70,131-24.5% |
| Participation rate | 97.5% | 70.8%+26.7pp | 83.6%+13.9pp | 69.5%+28.0pp |
| Annual return | 20.27% | 23.06%-2.8pp | 205.93%-185.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $3,757 | $3,387+10.9% | $5,433-30.8% | $2,342+60.4% |
| Participant deferral / active EE | $3,164 | $3,086+2.5% | $4,939-36.0% | $3,332-5.0% |
| Admin fee / account holder | $13,892 | $5,698+143.8% | $13,880+0.1% | $4,645+199.1% |