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 | $54,332 | $65,365-16.9% | $92,893-41.5% | $72,985-25.6% |
| Participation rate | 82.1% | 68.3%+13.8pp | 76.0%+6.1pp | 69.5%+12.7pp |
| Annual return | 20.19% | 42.10%-21.9pp | 109.41%-89.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,222 | $2,594-14.4% | $3,653-39.2% | $2,440-8.9% |
| Participant deferral / active EE | $2,607 | $3,128-16.7% | $4,236-38.4% | $3,607-27.7% |
| Admin fee / account holder | $330 | $4,251-92.2% | $5,794-94.3% | $5,124-93.6% |