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 | $41,125 | $46,553-11.7% | $64,056-35.8% | $75,163-45.3% |
| Participation rate | 84.6% | 65.9%+18.7pp | 72.3%+12.3pp | 67.2%+17.4pp |
| Annual return | 20.13% | 26.03%-5.9pp | 33.69%-13.6pp | 160.62%-140.5pp |
| Employer contribution / active EE | $2,093 | $1,974+6.0% | $2,747-23.8% | $2,670-21.6% |
| Participant deferral / active EE | $2,315 | $2,837-18.4% | $3,880-40.3% | $4,125-43.9% |
| Admin fee / account holder | $1,955 | $2,952-33.8% | $3,068-36.3% | $5,651-65.4% |