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 | $46,347 | $56,277-17.6% | $80,975-42.8% | $62,891-26.3% |
| Participation rate | 79.8% | 69.0%+10.8pp | 75.8%+3.9pp | 69.3%+10.5pp |
| Annual return | 9.20% | 22.12%-12.9pp | 17.10%-7.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $3,048 | $1,943+56.9% | $3,714-17.9% | $2,281+33.6% |
| Participant deferral / active EE | $6,297 | $4,195+50.1% | $5,696+10.6% | $3,203+96.6% |
| Admin fee / account holder | $1,737 | $3,741-53.6% | $5,516-68.5% | $4,296-59.6% |