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 | $39,104 | $115,708-66.2% | $65,255-40.1% | $139,434-72.0% |
| Participation rate | 80.0% | 67.8%+12.2pp | 65.0%+15.0pp | 80.3%-0.3pp |
| Annual return | 18.91% | 31.19%-12.3pp | 47.35%-28.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,900 | $2,599-26.9% | $1,691+12.4% | $4,751-60.0% |
| Participant deferral / active EE | $4,220 | $4,240-0.5% | $2,831+49.1% | $6,710-37.1% |
| Admin fee / account holder | $972 | $6,698-85.5% | $4,112-76.4% | $11,403-91.5% |