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 | $47,007 | $63,114-25.5% | $92,893-49.4% | $65,185-27.9% |
| Participation rate | 86.5% | 68.8%+17.7pp | 76.0%+10.5pp | 70.2%+16.3pp |
| Annual return | 18.97% | 28.75%-9.8pp | 109.41%-90.4pp | 29.38%-10.4pp |
| Employer contribution / active EE | $2,707 | $2,571+5.3% | $3,653-25.9% | $2,177+24.4% |
| Participant deferral / active EE | $2,446 | $3,108-21.3% | $4,236-42.3% | $3,514-30.4% |
| Admin fee / account holder | $1,000 | $624+60.4% | $5,794-82.7% | $847+18.1% |