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 | $51,096 | $78,422-34.8% | $95,952-46.7% | $79,858-36.0% |
| Participation rate | 98.2% | 73.5%+24.7pp | 77.1%+21.1pp | 69.6%+28.6pp |
| Annual return | 22.09% | 19.37%+2.7pp | 91.61%-69.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $2,075 | $1,945+6.7% | $2,541-18.3% | $2,471-16.0% |
| Participant deferral / active EE | $4,142 | $3,440+20.4% | $4,167-0.6% | $3,740+10.7% |
| Admin fee / account holder | $312 | $5,622-94.4% | $6,795-95.4% | $5,306-94.1% |