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 | $41,024 | $73,787-44.4% | $98,716-58.4% | $82,448-50.2% |
| Participation rate | 96.6% | 61.4%+35.1pp | 69.3%+27.3pp | 68.1%+28.5pp |
| Annual return | 14.50% | 18.57%-4.1pp | 31.81%-17.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,838 | $1,511+21.6% | $2,279-19.3% | $2,551-27.9% |
| Participant deferral / active EE | $6,470 | $3,081+110.0% | $4,048+59.8% | $4,139+56.3% |
| Admin fee / account holder | $2,805 | $6,500-56.8% | $8,703-67.8% | $7,234-61.2% |