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 | $42,559 | $58,828-27.7% | $77,999-45.4% | $62,891-32.3% |
| Participation rate | 92.5% | 71.1%+21.5pp | 75.5%+17.0pp | 69.3%+23.2pp |
| Annual return | 10.18% | 17.16%-7.0pp | 425.96%-415.8pp | 20.14%-10.0pp |
| Employer contribution / active EE | $2,317 | $1,672+38.6% | $2,470-6.2% | $2,281+1.6% |
| Participant deferral / active EE | $4,435 | $2,686+65.1% | $3,497+26.8% | $3,203+38.5% |
| Admin fee / account holder | $1,001 | $4,393-77.2% | $5,480-81.7% | $4,296-76.7% |