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 | $43,476 | $65,365-33.5% | $92,893-53.2% | $72,985-40.4% |
| Participation rate | 91.5% | 68.3%+23.2pp | 76.0%+15.5pp | 69.5%+22.0pp |
| Annual return | 26.52% | 42.10%-15.6pp | 109.41%-82.9pp | 81.00%-54.5pp |
| Employer contribution / active EE | $1,164 | $2,594-55.1% | $3,653-68.1% | $2,440-52.3% |
| Participant deferral / active EE | $2,620 | $3,128-16.2% | $4,236-38.1% | $3,607-27.4% |
| Admin fee / account holder | $2,855 | $4,251-32.8% | $5,794-50.7% | $5,124-44.3% |