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 | $40,472 | $65,365-38.1% | $92,893-56.4% | $72,985-44.5% |
| Participation rate | 89.7% | 68.3%+21.4pp | 76.0%+13.7pp | 69.5%+20.3pp |
| Annual return | 20.26% | 42.10%-21.8pp | 109.41%-89.2pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,193 | $2,594-15.4% | $3,653-40.0% | $2,440-10.1% |
| Participant deferral / active EE | $3,782 | $3,128+20.9% | $4,236-10.7% | $3,607+4.8% |
| Admin fee / account holder | $3,132 | $4,251-26.3% | $5,794-45.9% | $5,124-38.9% |