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 | $37,783 | $58,512-35.4% | $84,015-55.0% | $72,985-48.2% |
| Participation rate | 86.7% | 61.2%+25.4pp | 69.0%+17.7pp | 69.5%+17.2pp |
| Annual return | 36.42% | 28.93%+7.5pp | 71.31%-34.9pp | 81.00%-44.6pp |
| Employer contribution / active EE | $3,049 | $1,163+162.2% | $1,983+53.7% | $2,440+25.0% |
| Participant deferral / active EE | $5,924 | $2,394+147.5% | $3,239+82.9% | $3,607+64.2% |
| Admin fee / account holder | $3,176 | $4,569-30.5% | $6,101-47.9% | $5,124-38.0% |