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 | $32,452 | $51,175-36.6% | $70,515-54.0% | $75,163-56.8% |
| Participation rate | 82.1% | 60.9%+21.1pp | 68.3%+13.7pp | 67.2%+14.9pp |
| Annual return | 14.13% | 30.02%-15.9pp | 32.77%-18.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,318 | $1,826+27.0% | $2,973-22.0% | $2,670-13.2% |
| Participant deferral / active EE | $3,448 | $2,849+21.0% | $4,567-24.5% | $4,125-16.4% |
| Admin fee / account holder | $4,643 | $4,091+13.5% | $6,412-27.6% | $5,651-17.8% |