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 | $36,095 | $56,897-36.6% | $84,750-57.4% | $62,891-42.6% |
| Participation rate | 92.9% | 68.5%+24.3pp | 76.6%+16.3pp | 69.3%+23.6pp |
| Annual return | 7.34% | 6.30%+1.0pp | 22.78%-15.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,143 | $2,400+31.0% | $3,574-12.1% | $2,281+37.8% |
| Participant deferral / active EE | $1,056 | $2,709-61.0% | $3,712-71.6% | $3,203-67.0% |
| Admin fee / account holder | $3,717 | $3,581+3.8% | $5,332-30.3% | $4,296-13.5% |