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 | $36,015 | $72,277-50.2% | $101,248-64.4% | $79,858-54.9% |
| Participation rate | 98.3% | 68.5%+29.8pp | 75.8%+22.5pp | 69.6%+28.7pp |
| Annual return | 27.48% | 22.30%+5.2pp | 46.47%-19.0pp | 31.71%-4.2pp |
| Employer contribution / active EE | $2,035 | $2,692-24.4% | $3,660-44.4% | $2,471-17.6% |
| Participant deferral / active EE | $3,966 | $3,282+20.8% | $4,370-9.3% | $3,740+6.0% |
| Admin fee / account holder | $2,905 | $4,400-34.0% | $5,945-51.1% | $5,306-45.3% |