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 | $39,836 | $51,175-22.2% | $70,515-43.5% | $75,163-47.0% |
| Participation rate | 79.2% | 60.9%+18.2pp | 68.3%+10.8pp | 67.2%+12.0pp |
| Annual return | 18.93% | 30.02%-11.1pp | 32.77%-13.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,067 | $1,826+13.2% | $2,973-30.5% | $2,670-22.6% |
| Participant deferral / active EE | $4,102 | $2,849+44.0% | $4,567-10.2% | $4,125-0.6% |
| Admin fee / account holder | $1,626 | $4,091-60.2% | $6,412-74.6% | $5,651-71.2% |