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 | $32,548 | $67,606-51.9% | $82,313-60.5% | $70,131-53.6% |
| Participation rate | 82.5% | 72.8%+9.8pp | 76.9%+5.6pp | 69.5%+13.0pp |
| Annual return | 21.58% | 21.57%0pp | 25.88%-4.3pp | 73.14%-51.6pp |
| Employer contribution / active EE | $2,212 | $1,755+26.1% | $2,428-8.9% | $2,342-5.6% |
| Participant deferral / active EE | $6,946 | $2,987+132.6% | $3,706+87.4% | $3,332+108.5% |
| Admin fee / account holder | $2,487 | $4,512-44.9% | $5,608-55.6% | $4,645-46.5% |