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 | $35,152 | $109,881-68.0% | $150,045-76.6% | $84,808-58.6% |
| Participation rate | 79.5% | 76.1%+3.4pp | 82.3%-2.8pp | 68.3%+11.2pp |
| Annual return | 20.76% | 28.25%-7.5pp | 62.55%-41.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,955 | $3,561-45.1% | $4,693-58.3% | $2,631-25.7% |
| Participant deferral / active EE | $6,686 | $6,636+0.7% | $7,997-16.4% | $4,212+58.7% |
| Admin fee / account holder | $10,726 | $8,568+25.2% | $13,435-20.2% | $7,344+46.1% |