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 | $44,092 | $100,326-56.1% | $180,183-75.5% | $84,808-48.0% |
| Participation rate | 87.2% | 71.0%+16.2pp | 77.4%+9.7pp | 68.3%+18.9pp |
| Annual return | 18.12% | 17.86%+0.3pp | 27.86%-9.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,237 | $3,269+29.6% | $5,039-15.9% | $2,631+61.0% |
| Participant deferral / active EE | $8,165 | $5,066+61.2% | $6,822+19.7% | $4,212+93.9% |
| Admin fee / account holder | $7,967 | $9,674-17.6% | $19,975-60.1% | $7,344+8.5% |