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 | $99,633-55.7% | $183,328-75.9% | $82,448-46.5% |
| Participation rate | 87.2% | 70.8%+16.4pp | 77.3%+9.8pp | 68.1%+19.1pp |
| Annual return | 18.12% | 17.84%+0.3pp | 29.67%-11.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $4,237 | $3,256+30.1% | $5,055-16.2% | $2,551+66.1% |
| Participant deferral / active EE | $8,165 | $4,938+65.3% | $6,795+20.2% | $4,139+97.3% |
| Admin fee / account holder | $7,967 | $9,934-19.8% | $21,427-62.8% | $7,234+10.1% |