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 | $49,179 | $71,057-30.8% | $93,654-47.5% | $80,874-39.2% |
| Participation rate | 70.4% | 60.4%+10.0pp | 68.7%+1.6pp | 67.6%+2.7pp |
| Annual return | 13.58% | 11.26%+2.3pp | 133.34%-119.8pp | 35.62%-22.0pp |
| Employer contribution / active EE | $3,233 | $1,564+106.7% | $2,421+33.6% | $2,756+17.3% |
| Participant deferral / active EE | $4,617 | $4,034+14.4% | $4,413+4.6% | $4,297+7.4% |
| Admin fee / account holder | $1,331 | $6,944-80.8% | $8,282-83.9% | $6,935-80.8% |