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 | $63,675 | $37,426+70.1% | $77,482-17.8% | $79,858-20.3% |
| Participation rate | 87.9% | 41.5%+46.4pp | 54.2%+33.7pp | 69.6%+18.3pp |
| Annual return | 17.56% | 39.70%-22.1pp | 54.79%-37.2pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,177 | $637+241.9% | $986+120.7% | $2,471-11.9% |
| Participant deferral / active EE | $2,757 | $1,260+118.8% | $1,861+48.1% | $3,740-26.3% |
| Admin fee / account holder | $1,499 | $2,504-40.1% | $2,858-47.6% | $5,306-71.8% |