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 | $33,187 | $48,076-31.0% | $78,689-57.8% | $62,891-47.2% |
| Participation rate | 88.5% | 65.2%+23.3pp | 73.6%+14.9pp | 69.3%+19.2pp |
| Annual return | 24.83% | 31.35%-6.5pp | 62.18%-37.3pp | 20.14%+4.7pp |
| Employer contribution / active EE | $3,453 | $2,015+71.4% | $2,851+21.1% | $2,281+51.4% |
| Participant deferral / active EE | $3,531 | $2,588+36.4% | $3,517+0.4% | $3,203+10.2% |
| Admin fee / account holder | $885 | $3,207-72.4% | $4,510-80.4% | $4,296-79.4% |