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 | $43,930 | $89,355-50.8% | $141,162-68.9% | $72,985-39.8% |
| Participation rate | 77.4% | 75.1%+2.2pp | 82.5%-5.1pp | 69.5%+7.9pp |
| Annual return | 21.44% | 111.85%-90.4pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $3,799 | $3,114+22.0% | $4,735-19.8% | $2,440+55.7% |
| Participant deferral / active EE | $8,048 | $5,418+48.5% | $6,709+20.0% | $3,607+123.1% |
| Admin fee / account holder | $10,443 | $5,958+75.3% | $10,261+1.8% | $5,124+103.8% |