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 | $37,542 | $124,281-69.8% | $109,143-65.6% | $167,490-77.6% |
| Participation rate | 82.4% | 79.4%+2.9pp | 75.9%+6.5pp | 82.1%+0.2pp |
| Annual return | 25.61% | 26.04%-0.4pp | 25.75%-0.1pp | 478.56%-452.9pp |
| Employer contribution / active EE | $5,819 | $4,207+38.3% | $3,722+56.3% | $4,837+20.3% |
| Participant deferral / active EE | $2,309 | $5,255-56.1% | $4,653-50.4% | $6,341-63.6% |
| Admin fee / account holder | $1,555 | $7,970-80.5% | $6,752-77.0% | $12,309-87.4% |