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 | $62,055 | $67,606-8.2% | $82,313-24.6% | $70,131-11.5% |
| Participation rate | 93.0% | 72.8%+20.3pp | 76.9%+16.1pp | 69.5%+23.5pp |
| Annual return | 20.48% | 21.57%-1.1pp | 25.88%-5.4pp | 73.14%-52.7pp |
| Employer contribution / active EE | $4,519 | $1,755+157.5% | $2,428+86.1% | $2,342+92.9% |
| Participant deferral / active EE | $7,593 | $2,987+154.2% | $3,706+104.9% | $3,332+127.9% |
| Admin fee / account holder | $2,365 | $4,512-47.6% | $5,608-57.8% | $4,645-49.1% |