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 | $30,839 | $45,073-31.6% | $69,455-55.6% | $72,985-57.7% |
| Participation rate | 96.7% | 68.5%+28.2pp | 74.6%+22.1pp | 69.5%+27.2pp |
| Annual return | 33.67% | 22.65%+11.0pp | 28.97%+4.7pp | 81.00%-47.3pp |
| Employer contribution / active EE | $4,522 | $2,054+120.1% | $2,779+62.7% | $2,440+85.3% |
| Participant deferral / active EE | $9,223 | $2,602+254.5% | $3,535+160.9% | $3,607+155.7% |
| Admin fee / account holder | $2,819 | $3,056-7.7% | $3,839-26.6% | $5,124-45.0% |