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 | $41,273 | $72,277-42.9% | $101,248-59.2% | $79,858-48.3% |
| Participation rate | 74.0% | 68.5%+5.5pp | 75.8%-1.8pp | 69.6%+4.3pp |
| Annual return | 12.26% | 22.30%-10.0pp | 46.47%-34.2pp | 31.71%-19.5pp |
| Employer contribution / active EE | $5,657 | $2,692+110.2% | $3,660+54.6% | $2,471+128.9% |
| Participant deferral / active EE | $1,653 | $3,282-49.6% | $4,370-62.2% | $3,740-55.8% |
| Admin fee / account holder | $3,834 | $4,400-12.9% | $5,945-35.5% | $5,306-27.7% |