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 | $48,917 | $83,477-41.4% | $125,175-60.9% | $72,985-33.0% |
| Participation rate | 95.3% | 73.3%+22.0pp | 79.8%+15.6pp | 69.5%+25.9pp |
| Annual return | 19.43% | 25.78%-6.3pp | 43.79%-24.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $3,555 | $2,345+51.6% | $3,865-8.0% | $2,440+45.7% |
| Participant deferral / active EE | $3,727 | $3,585+3.9% | $4,937-24.5% | $3,607+3.3% |
| Admin fee / account holder | $14,177 | $5,517+156.9% | $9,702+46.1% | $5,124+176.7% |