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 | $33,586 | $49,915-32.7% | $154,803-78.3% | $74,304-54.8% |
| Participation rate | 78.0% | 54.0%+24.0pp | 78.1%-0.1pp | 60.3%+17.6pp |
| Annual return | 15.47% | 34.06%-18.6pp | 58.88%-43.4pp | 29.43%-14.0pp |
| Employer contribution / active EE | $2,382 | $1,611+47.8% | $4,305-44.7% | $2,241+6.3% |
| Participant deferral / active EE | $2,580 | $2,255+14.4% | $5,540-53.4% | $3,767-31.5% |
| Admin fee / account holder | $3,081 | $2,189+40.7% | $14,329-78.5% | $2,969+3.8% |