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 3-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 | $24,038 | $52,681-54.4% | $75,781-68.3% | $59,632-59.7% |
| Participation rate | 75.6% | 67.2%+8.4pp | 75.8%-0.2pp | 68.7%+6.9pp |
| Annual return | 16.70% | 2.95%+13.7pp | 9.68%+7.0pp | 2041.28%-2024.6pp |
| Employer contribution / active EE | $2,352 | $2,193+7.3% | $3,323-29.2% | $2,203+6.8% |
| Participant deferral / active EE | $7,292 | $2,591+181.5% | $3,651+99.7% | $3,192+128.5% |
| Admin fee / account holder | $1,370 | $3,610-62.1% | $5,299-74.1% | $4,297-68.1% |