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 | $39,314 | $88,707-55.7% | $74,183-47.0% | $273,961-85.6% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | 7.14% | 11.94%-4.8pp | 17.74%-10.6pp | 41.45%-34.3pp |
| Employer contribution / active EE | $4,565 | $3,159+44.5% | $2,370+92.6% | $4,869-6.2% |
| Participant deferral / active EE | $6,268 | $4,212+48.8% | $3,550+76.6% | $5,287+18.5% |
| Admin fee / account holder | $339 | $8,717-96.1% | $5,586-93.9% | $10,132-96.7% |