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 | $44,504 | $57,065-22.0% | $75,670-41.2% | $70,131-36.5% |
| Participation rate | 95.7% | 68.1%+27.6pp | 72.3%+23.3pp | 69.5%+26.1pp |
| Annual return | 12.96% | 23.57%-10.6pp | 27.34%-14.4pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,135 | $1,817-37.5% | $2,352-51.8% | $2,342-51.6% |
| Participant deferral / active EE | $4,405 | $2,580+70.8% | $3,142+40.2% | $3,332+32.2% |
| Admin fee / account holder | $8,373 | $3,825+118.9% | $5,800+44.4% | $4,645+80.2% |