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 | $29,469 | $135,952-78.3% | $123,892-76.2% | $273,961-89.2% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 6.93% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $10,816 | $5,170+109.2% | $4,617+134.3% | $4,869+122.2% |
| Participant deferral / active EE | $3,865 | $6,343-39.1% | $5,984-35.4% | $5,287-26.9% |
| Admin fee / account holder | $10,060 | $9,817+2.5% | $8,357+20.4% | $10,132-0.7% |