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 | $39,924 | $68,547-41.8% | $120,354-66.8% | $80,856-50.6% |
| Participation rate | 83.8% | 61.6%+22.2pp | 71.9%+11.9pp | 67.6%+16.1pp |
| Annual return | 10.91% | 23.60%-12.7pp | 107.15%-96.2pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,385 | $2,051+16.3% | $3,463-31.1% | $2,755-13.4% |
| Participant deferral / active EE | $2,554 | $3,173-19.5% | $4,991-48.8% | $4,296-40.5% |
| Admin fee / account holder | $2,529 | $5,732-55.9% | $9,423-73.2% | $6,918-63.4% |