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 | $37,887 | $55,706-32.0% | $75,886-50.1% | $72,985-48.1% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.3%+10.7pp | 69.5%+10.5pp |
| Annual return | 22.98% | 27.59%-4.6pp | 30.76%-7.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,646 | $1,687+56.9% | $2,500+5.8% | $2,440+8.4% |
| Participant deferral / active EE | $4,452 | $2,634+69.0% | $3,603+23.6% | $3,607+23.4% |
| Admin fee / account holder | $861 | $3,978-78.4% | $5,418-84.1% | $5,124-83.2% |