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 | $31,379 | $57,590-45.5% | $86,233-63.6% | $82,448-61.9% |
| Participation rate | 96.2% | 57.9%+38.4pp | 69.0%+27.2pp | 68.1%+28.2pp |
| Annual return | 18.12% | 22.41%-4.3pp | 61.39%-43.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,630 | $1,655+58.9% | $2,504+5.0% | $2,551+3.1% |
| Participant deferral / active EE | $6,325 | $3,080+105.4% | $4,559+38.7% | $4,139+52.8% |
| Admin fee / account holder | $2,792 | $4,730-41.0% | $8,342-66.5% | $7,234-61.4% |