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 | $46,333 | $86,929-46.7% | $102,423-54.8% | $80,856-42.7% |
| Participation rate | 97.3% | 72.4%+24.9pp | 76.5%+20.8pp | 67.6%+29.6pp |
| Annual return | 25.58% | 18.88%+6.7pp | 29.32%-3.7pp | 35.59%-10.0pp |
| Employer contribution / active EE | $2,809 | $2,369+18.6% | $3,023-7.1% | $2,755+2.0% |
| Participant deferral / active EE | $10,527 | $4,118+155.6% | $5,053+108.3% | $4,296+145.0% |
| Admin fee / account holder | $632 | $8,049-92.2% | $9,451-93.3% | $6,918-90.9% |