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 | $39,188 | $101,724-61.5% | $164,813-76.2% | $80,856-51.5% |
| Participation rate | 93.0% | 71.8%+21.2pp | 78.6%+14.4pp | 67.6%+25.4pp |
| Annual return | 16.30% | 16.72%-0.4pp | 69.93%-53.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $3,552 | $2,953+20.3% | $4,341-18.2% | $2,755+28.9% |
| Participant deferral / active EE | $6,506 | $4,477+45.3% | $6,031+7.9% | $4,296+51.4% |
| Admin fee / account holder | $1,369 | $8,227-83.4% | $12,690-89.2% | $6,918-80.2% |