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 | $44,851 | $81,460-44.9% | $103,333-56.6% | $80,856-44.5% |
| Participation rate | 92.5% | 66.8%+25.6pp | 74.5%+17.9pp | 67.6%+24.8pp |
| Annual return | 10.56% | 25.55%-15.0pp | 24.88%-14.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $6,596 | $3,105+112.4% | $3,868+70.5% | $2,755+139.4% |
| Participant deferral / active EE | $2,189 | $3,869-43.4% | $5,057-56.7% | $4,296-49.0% |
| Admin fee / account holder | $1,234 | $6,566-81.2% | $8,355-85.2% | $6,918-82.2% |