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 | $46,248 | $48,076-3.8% | $78,689-41.2% | $62,891-26.5% |
| Participation rate | 98.1% | 65.2%+32.9pp | 73.6%+24.5pp | 69.3%+28.8pp |
| Annual return | 7.63% | 31.35%-23.7pp | 62.18%-54.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,936 | $2,015+45.7% | $2,851+3.0% | $2,281+28.7% |
| Participant deferral / active EE | $2,747 | $2,588+6.1% | $3,517-21.9% | $3,203-14.2% |
| Admin fee / account holder | $417 | $3,207-87.0% | $4,510-90.8% | $4,296-90.3% |