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 | $43,960 | $124,281-64.6% | $109,143-59.7% | $167,490-73.8% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.9%+8.7pp | 82.1%+2.5pp |
| Annual return | 14.19% | 26.04%-11.8pp | 25.75%-11.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $4,560 | $4,207+8.4% | $3,722+22.5% | $4,837-5.7% |
| Participant deferral / active EE | $8,548 | $5,255+62.7% | $4,653+83.7% | $6,341+34.8% |
| Admin fee / account holder | $1,630 | $7,970-79.5% | $6,752-75.9% | $12,309-86.8% |