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 | $40,842 | $106,749-61.7% | $145,433-71.9% | $82,448-50.5% |
| Participation rate | 96.4% | 75.6%+20.8pp | 82.1%+14.3pp | 68.1%+28.4pp |
| Annual return | 18.29% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $3,951 | $3,444+14.7% | $4,554-13.2% | $2,551+54.9% |
| Participant deferral / active EE | $3,849 | $6,519-41.0% | $7,897-51.3% | $4,139-7.0% |
| Admin fee / account holder | $1,178 | $8,390-86.0% | $13,129-91.0% | $7,234-83.7% |