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 | $44,672 | $72,277-38.2% | $101,248-55.9% | $79,858-44.1% |
| Participation rate | 89.5% | 68.5%+21.0pp | 75.8%+13.7pp | 69.6%+19.8pp |
| Annual return | 13.83% | 22.30%-8.5pp | 46.47%-32.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $3,318 | $2,692+23.3% | $3,660-9.3% | $2,471+34.3% |
| Participant deferral / active EE | $7,447 | $3,282+126.9% | $4,370+70.4% | $3,740+99.1% |
| Admin fee / account holder | $11,034 | $4,400+150.8% | $5,945+85.6% | $5,306+107.9% |