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 | $44,277 | $72,492-38.9% | $87,100-49.2% | $72,985-39.3% |
| Participation rate | 88.5% | 72.8%+15.7pp | 76.9%+11.6pp | 69.5%+19.0pp |
| Annual return | 26.07% | 24.46%+1.6pp | 28.19%-2.1pp | 81.00%-54.9pp |
| Employer contribution / active EE | $2,790 | $1,894+47.3% | $2,521+10.7% | $2,440+14.4% |
| Participant deferral / active EE | $7,166 | $3,270+119.2% | $4,049+77.0% | $3,607+98.6% |
| Admin fee / account holder | $1,308 | $5,055-74.1% | $7,497-82.6% | $5,124-74.5% |