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 | $38,022 | $73,933-48.6% | $96,683-60.7% | $75,163-49.4% |
| Participation rate | 88.2% | 66.4%+21.8pp | 74.3%+13.9pp | 67.2%+21.0pp |
| Annual return | 22.10% | 26.70%-4.6pp | 35.69%-13.6pp | 160.62%-138.5pp |
| Employer contribution / active EE | $3,137 | $2,928+7.2% | $3,737-16.0% | $2,670+17.5% |
| Participant deferral / active EE | $6,893 | $3,659+88.4% | $4,878+41.3% | $4,125+67.1% |
| Admin fee / account holder | $1,789 | $5,216-65.7% | $6,730-73.4% | $5,651-68.3% |