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 | $40,676 | $159,602-74.5% | $150,045-72.9% | $142,382-71.4% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 26.11% | 70.24%-44.1pp | 62.55%-36.4pp | 217.08%-191.0pp |
| Employer contribution / active EE | $3,062 | $4,961-38.3% | $4,693-34.7% | $4,299-28.8% |
| Participant deferral / active EE | $6,221 | $8,310-25.1% | $7,997-22.2% | $6,507-4.4% |
| Admin fee / account holder | $1,528 | $14,846-89.7% | $13,435-88.6% | $12,624-87.9% |