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 | $41,996 | $73,933-43.2% | $96,683-56.6% | $75,163-44.1% |
| Participation rate | 92.6% | 66.4%+26.2pp | 74.3%+18.3pp | 67.2%+25.5pp |
| Annual return | 18.07% | 26.70%-8.6pp | 35.69%-17.6pp | 160.62%-142.6pp |
| Employer contribution / active EE | $3,022 | $2,928+3.2% | $3,737-19.1% | $2,670+13.2% |
| Participant deferral / active EE | $6,557 | $3,659+79.2% | $4,878+34.4% | $4,125+58.9% |
| Admin fee / account holder | $3,719 | $5,216-28.7% | $6,730-44.7% | $5,651-34.2% |