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 | $37,360 | $89,355-58.2% | $141,162-73.5% | $72,985-48.8% |
| Participation rate | 81.8% | 75.1%+6.7pp | 82.5%-0.7pp | 69.5%+12.3pp |
| Annual return | 41.55% | 111.85%-70.3pp | 71.39%-29.8pp | 81.00%-39.5pp |
| Employer contribution / active EE | $3,317 | $3,114+6.5% | $4,735-29.9% | $2,440+35.9% |
| Participant deferral / active EE | $6,795 | $5,418+25.4% | $6,709+1.3% | $3,607+88.4% |
| Admin fee / account holder | $340 | $5,958-94.3% | $10,261-96.7% | $5,124-93.4% |