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 | $48,400 | $104,664-53.8% | $85,682-43.5% | $167,490-71.1% |
| Participation rate | 84.2% | 76.4%+7.8pp | 69.9%+14.3pp | 82.1%+2.1pp |
| Annual return | 11.53% | 21.45%-9.9pp | 21.49%-10.0pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,909 | $3,337-12.8% | $2,618+11.1% | $4,837-39.9% |
| Participant deferral / active EE | $4,113 | $4,824-14.7% | $3,923+4.9% | $6,341-35.1% |
| Admin fee / account holder | $389 | $10,032-96.1% | $6,873-94.3% | $12,309-96.8% |