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 | $40,799 | $62,672-34.9% | $185,117-78.0% | $70,131-41.8% |
| Participation rate | 85.0% | 63.8%+21.2pp | 77.3%+7.7pp | 69.5%+15.5pp |
| Annual return | 19.73% | 40.79%-21.1pp | 40.50%-20.8pp | 73.14%-53.4pp |
| Employer contribution / active EE | $2,441 | $1,753+39.3% | $4,182-41.6% | $2,342+4.2% |
| Participant deferral / active EE | $3,033 | $3,272-7.3% | $5,045-39.9% | $3,332-9.0% |
| Admin fee / account holder | $3,017 | $3,932-23.3% | $8,159-63.0% | $4,645-35.0% |