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 | $37,442 | $116,175-67.8% | $93,606-60.0% | $152,861-75.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 33.20% | 35.96%-2.8pp | 32.76%+0.4pp | 345.32%-312.1pp |
| Employer contribution / active EE | $2,790 | $3,218-13.3% | $2,718+2.6% | $4,762-41.4% |
| Participant deferral / active EE | $5,488 | $4,603+19.2% | $4,069+34.9% | $5,850-6.2% |
| Admin fee / account holder | $438 | $10,748-95.9% | $7,888-94.4% | $11,596-96.2% |