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 | $46,281 | $81,460-43.2% | $103,333-55.2% | $80,856-42.8% |
| Participation rate | 80.6% | 66.8%+13.7pp | 74.5%+6.0pp | 67.6%+12.9pp |
| Annual return | 14.09% | 25.55%-11.5pp | 24.88%-10.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,171 | $3,105-30.1% | $3,868-43.9% | $2,755-21.2% |
| Participant deferral / active EE | $4,503 | $3,869+16.4% | $5,057-11.0% | $4,296+4.8% |
| Admin fee / account holder | $700 | $6,566-89.3% | $8,355-91.6% | $6,918-89.9% |