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 | $54,322 | $80,717-32.7% | $154,803-64.9% | $84,808-35.9% |
| Participation rate | 84.7% | 66.8%+17.9pp | 78.1%+6.6pp | 68.3%+16.4pp |
| Annual return | 16.86% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $7,552 | $2,761+173.5% | $4,305+75.4% | $2,631+187.1% |
| Participant deferral / active EE | $4,355 | $3,303+31.9% | $5,540-21.4% | $4,212+3.4% |
| Admin fee / account holder | $9,397 | $6,746+39.3% | $14,329-34.4% | $7,344+28.0% |