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 | $36,984 | $80,968-54.3% | $96,544-61.7% | $75,163-50.8% |
| Participation rate | 72.0% | 71.8%+0.2pp | 76.0%-4.0pp | 67.2%+4.8pp |
| Annual return | 21.33% | 27.06%-5.7pp | 25.84%-4.5pp | 160.62%-139.3pp |
| Employer contribution / active EE | $2,642 | $2,282+15.8% | $2,965-10.9% | $2,670-1.1% |
| Participant deferral / active EE | $6,532 | $3,928+66.3% | $4,851+34.7% | $4,125+58.3% |
| Admin fee / account holder | $4,174 | $6,724-37.9% | $8,252-49.4% | $5,651-26.1% |