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 | $46,326 | $35,183+31.7% | $73,545-37.0% | $70,131-33.9% |
| Participation rate | 93.5% | 42.9%+50.6pp | 54.9%+38.6pp | 69.5%+24.0pp |
| Annual return | 17.64% | 26.90%-9.3pp | -15.16%+32.8pp | 73.14%-55.5pp |
| Employer contribution / active EE | $3,634 | $709+412.8% | $1,219+198.1% | $2,342+55.1% |
| Participant deferral / active EE | $2,599 | $1,220+113.0% | $1,806+43.9% | $3,332-22.0% |
| Admin fee / account holder | $1,434 | $2,302-37.7% | $2,320-38.2% | $4,645-69.1% |