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 | $44,715 | $46,869-4.6% | $122,332-63.4% | $70,131-36.2% |
| Participation rate | 82.1% | 58.2%+23.9pp | 71.6%+10.5pp | 69.5%+12.5pp |
| Annual return | 40.95% | 24.22%+16.7pp | 30.27%+10.7pp | 73.14%-32.2pp |
| Employer contribution / active EE | $1,331 | $1,288+3.3% | $4,050-67.1% | $2,342-43.2% |
| Participant deferral / active EE | $2,055 | $2,166-5.2% | $3,287-37.5% | $3,332-38.3% |
| Admin fee / account holder | $2,288 | $3,322-31.1% | $5,478-58.2% | $4,645-50.7% |