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 | $53,227 | $71,050-25.1% | $93,606-43.1% | $80,856-34.2% |
| Participation rate | 98.2% | 60.4%+37.8pp | 68.7%+29.5pp | 67.6%+30.6pp |
| Annual return | 14.74% | 11.26%+3.5pp | 133.20%-118.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,218 | $1,564+41.9% | $2,420-8.3% | $2,755-19.5% |
| Participant deferral / active EE | $3,789 | $4,034-6.1% | $4,411-14.1% | $4,296-11.8% |
| Admin fee / account holder | $936 | $6,945-86.5% | $8,285-88.7% | $6,918-86.5% |