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 | $42,032 | $80,717-47.9% | $154,803-72.8% | $84,808-50.4% |
| Participation rate | 84.2% | 66.8%+17.4pp | 78.1%+6.1pp | 68.3%+15.9pp |
| Annual return | 15.19% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,197 | $2,761-20.4% | $4,305-49.0% | $2,631-16.5% |
| Participant deferral / active EE | $4,876 | $3,303+47.6% | $5,540-12.0% | $4,212+15.8% |
| Admin fee / account holder | $8,676 | $6,746+28.6% | $14,329-39.4% | $7,344+18.1% |