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 | $46,019 | $47,848-3.8% | $81,478-43.5% | $70,131-34.4% |
| Participation rate | 91.7% | 58.3%+33.4pp | 68.0%+23.7pp | 69.5%+22.1pp |
| Annual return | 19.65% | 27.25%-7.6pp | 38.78%-19.1pp | 73.14%-53.5pp |
| Employer contribution / active EE | $7,227 | $1,527+373.2% | $2,568+181.4% | $2,342+208.5% |
| Participant deferral / active EE | $6,436 | $2,453+162.4% | $3,537+82.0% | $3,332+93.2% |
| Admin fee / account holder | $434 | $3,145-86.2% | $4,561-90.5% | $4,645-90.7% |