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 | $48,342 | $65,365-26.0% | $92,893-48.0% | $72,985-33.8% |
| Participation rate | 98.2% | 68.3%+29.9pp | 76.0%+22.2pp | 69.5%+28.7pp |
| Annual return | 21.17% | 42.10%-20.9pp | 109.41%-88.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $4,160 | $2,594+60.3% | $3,653+13.9% | $2,440+70.5% |
| Participant deferral / active EE | $4,468 | $3,128+42.8% | $4,236+5.5% | $3,607+23.9% |
| Admin fee / account holder | $2,805 | $4,251-34.0% | $5,794-51.6% | $5,124-45.3% |