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 | $36,324 | $81,233-55.3% | $155,567-76.7% | $80,874-55.1% |
| Participation rate | 85.9% | 66.2%+19.7pp | 78.2%+7.7pp | 67.6%+18.3pp |
| Annual return | 15.58% | 33.33%-17.7pp | 64.74%-49.2pp | 35.62%-20.0pp |
| Employer contribution / active EE | $4,061 | $3,101+31.0% | $4,674-13.1% | $2,756+47.4% |
| Participant deferral / active EE | $6,230 | $3,452+80.5% | $5,628+10.7% | $4,297+45.0% |
| Admin fee / account holder | $8,243 | $7,998+3.1% | $15,916-48.2% | $6,935+18.9% |