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 | $42,887 | $58,512-26.7% | $84,015-49.0% | $72,985-41.2% |
| Participation rate | 95.8% | 61.2%+34.6pp | 69.0%+26.8pp | 69.5%+26.3pp |
| Annual return | 31.28% | 28.93%+2.4pp | 71.31%-40.0pp | 81.00%-49.7pp |
| Employer contribution / active EE | $3,271 | $1,163+181.3% | $1,983+64.9% | $2,440+34.1% |
| Participant deferral / active EE | $6,155 | $2,394+157.1% | $3,239+90.0% | $3,607+70.6% |
| Admin fee / account holder | $2,378 | $4,569-47.9% | $6,101-61.0% | $5,124-53.6% |