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 | $51,040 | $65,365-21.9% | $92,893-45.1% | $72,985-30.1% |
| Participation rate | 96.3% | 68.3%+28.0pp | 76.0%+20.3pp | 69.5%+26.8pp |
| Annual return | 18.35% | 42.10%-23.7pp | 109.41%-91.1pp | 81.00%-62.6pp |
| Employer contribution / active EE | $2,003 | $2,594-22.8% | $3,653-45.2% | $2,440-17.9% |
| Participant deferral / active EE | $3,718 | $3,128+18.8% | $4,236-12.2% | $3,607+3.1% |
| Admin fee / account holder | $591 | $4,251-86.1% | $5,794-89.8% | $5,124-88.5% |