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 | $34,087 | $65,365-47.9% | $92,893-63.3% | $72,985-53.3% |
| Participation rate | 74.5% | 68.3%+6.2pp | 76.0%-1.5pp | 69.5%+5.0pp |
| Annual return | 22.69% | 42.10%-19.4pp | 109.41%-86.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $6,944 | $2,594+167.7% | $3,653+90.1% | $2,440+184.6% |
| Participant deferral / active EE | $1,960 | $3,128-37.4% | $4,236-53.7% | $3,607-45.7% |
| Admin fee / account holder | $4,537 | $4,251+6.7% | $5,794-21.7% | $5,124-11.5% |