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 | $47,312 | $83,477-43.3% | $125,175-62.2% | $72,985-35.2% |
| Participation rate | 91.9% | 73.3%+18.6pp | 79.8%+12.1pp | 69.5%+22.4pp |
| Annual return | 20.39% | 25.78%-5.4pp | 43.79%-23.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $2,703 | $2,345+15.2% | $3,865-30.1% | $2,440+10.8% |
| Participant deferral / active EE | $3,739 | $3,585+4.3% | $4,937-24.3% | $3,607+3.6% |
| Admin fee / account holder | $2,746 | $5,517-50.2% | $9,702-71.7% | $5,124-46.4% |