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 | $46,778 | $63,355-26.2% | $91,989-49.1% | $72,985-35.9% |
| Participation rate | 83.1% | 72.5%+10.6pp | 78.6%+4.5pp | 69.5%+13.6pp |
| Annual return | 29.77% | 35.35%-5.6pp | 69.02%-39.3pp | 81.00%-51.2pp |
| Employer contribution / active EE | $2,985 | $2,116+41.1% | $3,452-13.5% | $2,440+22.3% |
| Participant deferral / active EE | $6,557 | $4,883+34.3% | $5,923+10.7% | $3,607+81.8% |
| Admin fee / account holder | $2,337 | $4,668-49.9% | $7,743-69.8% | $5,124-54.4% |