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 | $34,138 | $58,512-41.7% | $84,015-59.4% | $72,985-53.2% |
| Participation rate | 75.0% | 61.2%+13.8pp | 69.0%+6.0pp | 69.5%+5.5pp |
| Annual return | 27.71% | 28.93%-1.2pp | 71.31%-43.6pp | 81.00%-53.3pp |
| Employer contribution / active EE | $2,327 | $1,163+100.1% | $1,983+17.3% | $2,440-4.6% |
| Participant deferral / active EE | $5,398 | $2,394+125.5% | $3,239+66.7% | $3,607+49.6% |
| Admin fee / account holder | $2,403 | $4,569-47.4% | $6,101-60.6% | $5,124-53.1% |