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 | $30,693 | $77,634-60.5% | $156,549-80.4% | $62,891-51.2% |
| Participation rate | 74.4% | 71.2%+3.2pp | 84.0%-9.7pp | 69.3%+5.1pp |
| Annual return | 7.97% | 50.32%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,096 | $3,444-10.1% | $5,501-43.7% | $2,281+35.8% |
| Participant deferral / active EE | $6,909 | $3,045+126.9% | $4,871+41.8% | $3,203+115.7% |
| Admin fee / account holder | $710 | $5,561-87.2% | $13,027-94.5% | $4,296-83.5% |