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 | $29,600 | $72,277-59.0% | $101,248-70.8% | $79,858-62.9% |
| Participation rate | 74.7% | 68.5%+6.2pp | 75.8%-1.1pp | 69.6%+5.1pp |
| Annual return | 21.11% | 22.30%-1.2pp | 46.47%-25.4pp | 31.71%-10.6pp |
| Employer contribution / active EE | $2,225 | $2,692-17.3% | $3,660-39.2% | $2,471-9.9% |
| Participant deferral / active EE | $6,868 | $3,282+109.3% | $4,370+57.2% | $3,740+83.6% |
| Admin fee / account holder | $12,444 | $4,400+182.8% | $5,945+109.3% | $5,306+134.5% |