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 | $44,105 | $58,512-24.6% | $84,015-47.5% | $72,985-39.6% |
| Participation rate | 85.7% | 61.2%+24.5pp | 69.0%+16.7pp | 69.5%+16.2pp |
| Annual return | 16.66% | 28.93%-12.3pp | 71.31%-54.6pp | 81.00%-64.3pp |
| Employer contribution / active EE | $2,403 | $1,163+106.6% | $1,983+21.2% | $2,440-1.5% |
| Participant deferral / active EE | $5,011 | $2,394+109.3% | $3,239+54.7% | $3,607+38.9% |
| Admin fee / account holder | $1,084 | $4,569-76.3% | $6,101-82.2% | $5,124-78.8% |