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 | $49,780 | $65,365-23.8% | $92,893-46.4% | $72,985-31.8% |
| Participation rate | 86.0% | 68.3%+17.7pp | 76.0%+10.0pp | 69.5%+16.6pp |
| Annual return | 21.59% | 42.10%-20.5pp | 109.41%-87.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,795 | $2,594+7.7% | $3,653-23.5% | $2,440+14.5% |
| Participant deferral / active EE | $4,862 | $3,128+55.4% | $4,236+14.8% | $3,607+34.8% |
| Admin fee / account holder | $499 | $4,251-88.3% | $5,794-91.4% | $5,124-90.3% |