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 | $23,934 | $48,076-50.2% | $78,689-69.6% | $62,891-61.9% |
| Participation rate | 86.7% | 65.2%+21.5pp | 73.6%+13.1pp | 69.3%+17.4pp |
| Annual return | 7.80% | 31.35%-23.6pp | 62.18%-54.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $6,149 | $2,015+205.2% | $2,851+115.7% | $2,281+169.6% |
| Participant deferral / active EE | $14,151 | $2,588+446.8% | $3,517+302.4% | $3,203+341.8% |
| Admin fee / account holder | $12,720 | $3,207+296.6% | $4,510+182.0% | $4,296+196.1% |