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 | $44,164 | $25,014+76.6% | $69,647-36.6% | $80,856-45.4% |
| Participation rate | 70.7% | 64.2%+6.5pp | 66.5%+4.3pp | 67.6%+3.1pp |
| Annual return | 14.46% | 19.07%-4.6pp | 100.48%-86.0pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,604 | $993+162.2% | $1,712+52.0% | $2,755-5.5% |
| Participant deferral / active EE | $4,071 | $1,839+121.4% | $2,886+41.1% | $4,296-5.2% |
| Admin fee / account holder | $3,104 | $2,488+24.8% | $4,713-34.1% | $6,918-55.1% |