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 | $41,642 | $94,625-56.0% | $116,228-64.2% | $84,808-50.9% |
| Participation rate | 84.8% | 70.4%+14.4pp | 74.6%+10.3pp | 68.3%+16.5pp |
| Annual return | 18.79% | 20.40%-1.6pp | 90.06%-71.3pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,472 | $2,347+48.0% | $2,994+15.9% | $2,631+32.0% |
| Participant deferral / active EE | $6,561 | $3,972+65.2% | $4,953+32.5% | $4,212+55.8% |
| Admin fee / account holder | $2,565 | $10,091-74.6% | $11,989-78.6% | $7,344-65.1% |