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 | $37,720 | $60,349-37.5% | $74,183-49.2% | $62,891-40.0% |
| Participation rate | 88.9% | 72.7%+16.2pp | 76.6%+12.3pp | 69.3%+19.6pp |
| Annual return | 8.15% | 21.37%-13.2pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,794 | $1,680+66.3% | $2,370+17.9% | $2,281+22.5% |
| Participant deferral / active EE | $5,151 | $2,856+80.4% | $3,550+45.1% | $3,203+60.8% |
| Admin fee / account holder | $1,322 | $4,261-69.0% | $5,586-76.3% | $4,296-69.2% |