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 | $48,338 | $72,277-33.1% | $101,248-52.3% | $79,858-39.5% |
| Participation rate | 88.5% | 68.5%+20.0pp | 75.8%+12.7pp | 69.6%+18.8pp |
| Annual return | 21.92% | 22.30%-0.4pp | 46.47%-24.6pp | 31.71%-9.8pp |
| Employer contribution / active EE | $2,666 | $2,692-0.9% | $3,660-27.1% | $2,471+7.9% |
| Participant deferral / active EE | $6,642 | $3,282+102.4% | $4,370+52.0% | $3,740+77.6% |
| Admin fee / account holder | $4,561 | $4,400+3.7% | $5,945-23.3% | $5,306-14.0% |