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 | $35,653 | $48,076-25.8% | $78,689-54.7% | $62,891-43.3% |
| Participation rate | 96.7% | 65.2%+31.5pp | 73.6%+23.1pp | 69.3%+27.4pp |
| Annual return | 19.34% | 31.35%-12.0pp | 62.18%-42.8pp | 20.14%-0.8pp |
| Employer contribution / active EE | $4,043 | $2,015+100.7% | $2,851+41.8% | $2,281+77.2% |
| Participant deferral / active EE | $4,506 | $2,588+74.1% | $3,517+28.1% | $3,203+40.7% |
| Admin fee / account holder | $1,668 | $3,207-48.0% | $4,510-63.0% | $4,296-61.2% |