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 | $40,685 | $78,672-48.3% | $109,143-62.7% | $85,850-52.6% |
| Participation rate | 96.0% | 68.3%+27.7pp | 75.9%+20.1pp | 69.3%+26.7pp |
| Annual return | 12.34% | 25.09%-12.7pp | 25.75%-13.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $4,445 | $2,735+62.5% | $3,722+19.4% | $2,565+73.3% |
| Participant deferral / active EE | $2,689 | $3,467-22.4% | $4,653-42.2% | $3,952-31.9% |
| Admin fee / account holder | $2,451 | $5,469-55.2% | $6,752-63.7% | $6,260-60.8% |