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 5-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 | $33,905 | $85,022-60.1% | $70,515-51.9% | $139,434-75.7% |
| Participation rate | 84.2% | 73.9%+10.3pp | 68.3%+15.9pp | 80.3%+3.9pp |
| Annual return | 24.22% | 30.38%-6.2pp | 32.77%-8.6pp | 372.94%-348.7pp |
| Employer contribution / active EE | $3,002 | $3,909-23.2% | $2,973+1.0% | $4,751-36.8% |
| Participant deferral / active EE | $7,473 | $5,890+26.9% | $4,567+63.6% | $6,710+11.4% |
| Admin fee / account holder | $564 | $8,906-93.7% | $6,412-91.2% | $11,403-95.1% |