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 | $30,023 | $78,705-61.9% | $117,854-74.5% | $70,131-57.2% |
| Participation rate | 96.4% | 73.2%+23.2pp | 79.7%+16.8pp | 69.5%+26.9pp |
| Annual return | 16.70% | 23.30%-6.6pp | 335.08%-318.4pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,998 | $2,223-10.1% | $3,786-47.2% | $2,342-14.7% |
| Participant deferral / active EE | $2,683 | $3,297-18.6% | $4,482-40.1% | $3,332-19.5% |
| Admin fee / account holder | $2,250 | $5,065-55.6% | $8,020-71.9% | $4,645-51.6% |