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 | $37,734 | $135,952-72.2% | $123,892-69.5% | $273,961-86.2% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 9.03% | 56.63%-47.6pp | 47.52%-38.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,369 | $5,170-54.2% | $4,617-48.7% | $4,869-51.3% |
| Participant deferral / active EE | $5,699 | $6,343-10.1% | $5,984-4.8% | $5,287+7.8% |
| Admin fee / account holder | $2,519 | $9,817-74.3% | $8,357-69.9% | $10,132-75.1% |