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 | $49,934 | $47,848+4.4% | $81,478-38.7% | $70,131-28.8% |
| Participation rate | 80.0% | 58.3%+21.7pp | 68.0%+12.0pp | 69.5%+10.5pp |
| Annual return | 22.34% | 27.25%-4.9pp | 38.78%-16.4pp | 73.14%-50.8pp |
| Employer contribution / active EE | $2,650 | $1,527+73.5% | $2,568+3.2% | $2,342+13.1% |
| Participant deferral / active EE | $3,633 | $2,453+48.1% | $3,537+2.7% | $3,332+9.0% |
| Admin fee / account holder | $388 | $3,145-87.7% | $4,561-91.5% | $4,645-91.7% |