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 | $38,870 | $80,968-52.0% | $96,544-59.7% | $75,163-48.3% |
| Participation rate | 79.3% | 71.8%+7.5pp | 76.0%+3.3pp | 67.2%+12.1pp |
| Annual return | 20.82% | 27.06%-6.2pp | 25.84%-5.0pp | 160.62%-139.8pp |
| Employer contribution / active EE | $3,077 | $2,282+34.9% | $2,965+3.8% | $2,670+15.3% |
| Participant deferral / active EE | $4,821 | $3,928+22.7% | $4,851-0.6% | $4,125+16.9% |
| Admin fee / account holder | $1,417 | $6,724-78.9% | $8,252-82.8% | $5,651-74.9% |