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 | $26,530 | $77,634-65.8% | $156,549-83.1% | $62,891-57.8% |
| Participation rate | 86.4% | 71.2%+15.2pp | 84.0%+2.4pp | 69.3%+17.1pp |
| Annual return | 10.38% | 50.32%-39.9pp | 32.23%-21.8pp | 20.14%-9.8pp |
| Employer contribution / active EE | $2,122 | $3,444-38.4% | $5,501-61.4% | $2,281-7.0% |
| Participant deferral / active EE | $2,969 | $3,045-2.5% | $4,871-39.0% | $3,203-7.3% |
| Admin fee / account holder | $5,150 | $5,561-7.4% | $13,027-60.5% | $4,296+19.9% |