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 | $55,076 | $46,553+18.3% | $64,056-14.0% | $75,163-26.7% |
| Participation rate | 83.9% | 65.9%+17.9pp | 72.3%+11.6pp | 67.2%+16.7pp |
| Annual return | 14.24% | 26.03%-11.8pp | 33.69%-19.4pp | 160.62%-146.4pp |
| Employer contribution / active EE | $3,919 | $1,974+98.5% | $2,747+42.7% | $2,670+46.8% |
| Participant deferral / active EE | $10,377 | $2,837+265.8% | $3,880+167.5% | $4,125+151.6% |
| Admin fee / account holder | $2,066 | $2,952-30.0% | $3,068-32.7% | $5,651-63.4% |