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 | $48,507 | $123,793-60.8% | $177,821-72.7% | $79,858-39.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 27.90% | 22.82%+5.1pp | 48.32%-20.4pp | 31.71%-3.8pp |
| Employer contribution / active EE | $4,705 | $4,095+14.9% | $5,918-20.5% | $2,471+90.4% |
| Participant deferral / active EE | $10,193 | $5,956+71.1% | $7,714+32.1% | $3,740+172.5% |
| Admin fee / account holder | $2,104 | $7,243-71.0% | $12,427-83.1% | $5,306-60.4% |