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 | $31,192 | $89,355-65.1% | $141,162-77.9% | $72,985-57.3% |
| Participation rate | 79.4% | 75.1%+4.3pp | 82.5%-3.1pp | 69.5%+9.9pp |
| Annual return | 25.27% | 111.85%-86.6pp | 71.39%-46.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $3,292 | $3,114+5.7% | $4,735-30.5% | $2,440+34.9% |
| Participant deferral / active EE | $6,330 | $5,418+16.8% | $6,709-5.7% | $3,607+75.5% |
| Admin fee / account holder | $4,686 | $5,958-21.4% | $10,261-54.3% | $5,124-8.6% |