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 | $36,928 | $54,762-32.6% | $90,281-59.1% | $72,985-49.4% |
| Participation rate | 81.8% | 65.1%+16.7pp | 73.3%+8.5pp | 69.5%+12.3pp |
| Annual return | 26.27% | 30.63%-4.4pp | 78.10%-51.8pp | 81.00%-54.7pp |
| Employer contribution / active EE | $1,912 | $2,092-8.6% | $2,854-33.0% | $2,440-21.7% |
| Participant deferral / active EE | $5,163 | $2,887+78.8% | $3,885+32.9% | $3,607+43.1% |
| Admin fee / account holder | $9,643 | $3,972+142.8% | $5,351+80.2% | $5,124+88.2% |